-30.7%
AVGO vs DAL
+18.2%
-48.9%
-39.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.2% | -1.4% | +0.1% |
| 7D | -9.9% | +8.8% | -18.7% | -11.9% |
| 30D | -22.0% | +5.4% | -27.4% | -23.0% |
| 3M | -30.0% | -4.9% | -25.1% | -28.9% |
| 6M | -30.7% | +19.8% | -50.6% | -33.5% |
| All | -30.7% | +18.2% | -48.9% | -33.5% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling