+474.0%
AVGO vs DAL
+101.3%
+372.7%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | -0.1% |
| 7D | -9.9% | +8.8% | -18.7% | -12.8% |
| 30D | -22.0% | +5.4% | -27.4% | -23.6% |
| 3M | -30.0% | -4.9% | -25.1% | -28.9% |
| 6M | -30.7% | +19.8% | -50.6% | -36.0% |
| YTD | -14.7% | +27.0% | -41.7% | -23.7% |
| 1Y | -16.8% | +52.5% | -69.2% | -31.0% |
| 3Y | +244.4% | +173.8% | +70.6% | +110.8% |
| All | +474.0% | +101.3% | +372.7% | +265.3% |
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 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