+1,249.0%
AAPL vs DAL
+127.0%
+1,122.1%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +2.2% | -2.7% | -1.1% |
| 7D | -0.7% | +8.8% | -9.5% | -2.7% |
| 30D | +1.7% | +5.4% | -3.7% | +0.2% |
| 3M | +9.7% | -4.9% | +14.6% | +10.7% |
| 6M | +19.3% | +19.8% | -0.6% | +13.0% |
| YTD | +26.3% | +27.0% | -0.7% | +17.2% |
| 1Y | +27.4% | +52.5% | -25.1% | +12.7% |
| 3Y | +93.6% | +173.8% | -80.2% | +42.2% |
| 5Y | +131.7% | +104.5% | +27.1% | +78.1% |
| All | +1,249.0% | +127.0% | +1,122.1% | +979.2% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 10y: compounded portfolio wealth divided by compounded DAL wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
10y analysis · Full analysis span regression · 6 months rolling