+48.6%
AMZN vs DAL
+101.3%
-52.7%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.5% | -1.1% |
| 7D | +7.9% | +8.8% | -0.9% | +4.7% |
| 30D | -0.2% | +5.4% | -5.6% | -2.3% |
| 3M | -4.8% | -4.9% | +0.2% | -3.4% |
| 6M | -5.7% | +19.8% | -25.5% | -12.6% |
| YTD | +12.3% | +27.0% | -14.7% | +0.7% |
| 1Y | +6.7% | +52.5% | -45.8% | -11.2% |
| 3Y | +85.6% | +173.8% | -88.3% | +13.2% |
| All | +48.6% | +101.3% | -52.7% | -4.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling