+606.7%
AVGO vs DAL
+106.7%
+500.0%
-41.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -5.2% | +10.8% | +7.5% |
| 7D | +25.0% | +1.4% | +23.6% | +24.2% |
| 30D | +2.0% | +9.1% | -7.1% | -1.6% |
| 3M | -12.3% | -3.5% | -8.8% | -11.4% |
| 6M | -12.8% | +23.4% | -36.2% | -20.4% |
| YTD | +5.9% | +26.0% | -20.2% | -5.2% |
| 1Y | +3.3% | +44.6% | -41.3% | -12.5% |
| 3Y | +293.1% | +162.7% | +130.4% | +143.9% |
| 5Y | +606.7% | +113.0% | +493.7% | +348.9% |
| All | +606.7% | +106.7% | +500.0% | +348.9% |
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