+10,555.3%
AAPL vs DAL
+329.9%
+10,225.4%
-60.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.8% | -4.3% | -2.9% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | +3.0% | -13.9% | +16.9% | +5.9% |
| 3M | +2.9% | +1.1% | +1.8% | +2.3% |
| 6M | +22.1% | +26.2% | -4.1% | +15.8% |
| YTD | +18.0% | +16.4% | +1.6% | +13.5% |
| 1Y | +33.9% | +33.9% | +0.1% | +24.8% |
| 3Y | +71.2% | +93.4% | -22.2% | +45.0% |
| 5Y | +112.6% | +106.4% | +6.3% | +75.0% |
| 10Y | +1,198.8% | +143.0% | +1,055.8% | +880.2% |
| All | +10,555.3% | +329.9% | +10,225.4% | +5,313.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling