+31,416.6%
AVGO vs DAL
+1,193.3%
+30,223.3%
-48.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +1.8% | -1.6% | -0.4% |
| 7D | -3.0% | +0.1% | -3.1% | -3.0% |
| 30D | -14.4% | -13.9% | -0.5% | -10.4% |
| 3M | -14.4% | +1.1% | -15.5% | -15.0% |
| 6M | +13.1% | +26.2% | -13.1% | +4.2% |
| YTD | +3.8% | +16.4% | -12.6% | -2.4% |
| 1Y | +17.8% | +33.9% | -16.1% | +5.7% |
| 3Y | +325.3% | +93.4% | +231.9% | +229.7% |
| 5Y | +689.9% | +106.4% | +583.6% | +485.0% |
| 10Y | +2,597.0% | +143.0% | +2,454.0% | +1,668.9% |
| All | +31,416.6% | +1,193.3% | +30,223.3% | +13,374.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling