+9.0%
AMZN vs DAL
+30.9%
-21.9%
-21.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -1.5% | +0.9% | -0.3% |
| 7D | +0.8% | +3.4% | -2.6% | +0.1% |
| 30D | -6.4% | -13.6% | +7.2% | -3.5% |
| 3M | +4.8% | +1.2% | +3.6% | +3.9% |
| 6M | +20.5% | +34.5% | -14.0% | +13.0% |
| YTD | +11.3% | +14.7% | -3.3% | +6.5% |
| 1Y | +9.0% | +29.2% | -20.3% | -0.3% |
| All | +9.0% | +30.9% | -21.9% | -0.3% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling