-6.8%
AVGO vs DAL
+57.1%
-64.0%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +7.2% | -9.2% | -3.9% |
| 7D | -7.5% | +11.1% | -18.5% | -10.2% |
| 30D | -10.2% | +7.7% | -17.9% | -12.1% |
| 3M | -22.0% | -3.5% | -18.5% | -21.4% |
| 6M | -21.6% | +31.3% | -52.9% | -27.6% |
| YTD | -5.4% | +30.0% | -35.4% | -13.1% |
| 1Y | -6.8% | +62.1% | -68.9% | -20.8% |
| All | -6.8% | +57.1% | -64.0% | -20.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling