+560.7%
AMZN vs DAL
+127.0%
+433.7%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -0.8% |
| 7D | +7.9% | +8.8% | -0.9% | +5.8% |
| 30D | -0.2% | +5.4% | -5.6% | -1.5% |
| 3M | -4.8% | -4.9% | +0.2% | -3.9% |
| 6M | -5.7% | +19.8% | -25.5% | -10.0% |
| YTD | +12.3% | +27.0% | -14.7% | +5.2% |
| 1Y | +6.7% | +52.5% | -45.8% | -4.4% |
| 3Y | +85.6% | +173.8% | -88.3% | +43.6% |
| 5Y | +47.4% | +104.5% | -57.2% | +18.0% |
| All | +560.7% | +127.0% | +433.7% | +482.8% |
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