+1,210.4%
AAPL vs DAL
+128.9%
+1,081.5%
-38.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.5% | +0.3% | -0.8% |
| 7D | -2.7% | +3.4% | -6.1% | -3.5% |
| 30D | +1.0% | -13.6% | +14.6% | +4.5% |
| 3M | +5.0% | +1.2% | +3.8% | +4.1% |
| 6M | +23.0% | +34.5% | -11.5% | +13.2% |
| YTD | +16.6% | +14.7% | +2.0% | +11.3% |
| 1Y | +33.4% | +29.2% | +4.2% | +22.9% |
| 3Y | +79.9% | +100.0% | -20.1% | +43.1% |
| 5Y | +109.0% | +106.3% | +2.7% | +61.1% |
| 10Y | +1,210.4% | +126.4% | +1,084.0% | +943.3% |
| All | +1,210.4% | +128.9% | +1,081.5% | +943.3% |
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