+620.3%
AMZN vs DAL
+124.5%
+495.9%
-56.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.0% | -0.8% | -1.5% |
| 7D | +0.1% | +2.3% | -2.3% | -0.5% |
| 30D | +2.6% | +14.3% | -11.8% | -0.6% |
| 3M | -2.2% | +1.3% | -3.5% | -2.7% |
| 6M | -1.0% | +29.3% | -30.3% | -7.2% |
| YTD | +15.3% | +33.0% | -17.7% | +6.8% |
| 1Y | +6.9% | +59.8% | -53.0% | -5.3% |
| 3Y | +85.4% | +177.2% | -91.8% | +42.8% |
| 5Y | +53.3% | +118.4% | -65.0% | +21.1% |
| 10Y | +620.3% | +121.4% | +498.9% | +502.8% |
| All | +620.3% | +124.5% | +495.9% | +502.8% |
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