-11.2%
AXP vs DAL
+52.2%
-63.5%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.9% |
| 7D | +0.6% | +8.8% | -8.2% | -2.3% |
| 30D | +5.8% | +5.4% | +0.4% | +3.8% |
| 3M | -6.0% | -4.9% | -1.1% | -4.7% |
| 6M | +0.3% | +19.8% | -19.5% | -6.5% |
| YTD | -12.3% | +27.0% | -39.2% | -19.8% |
| 1Y | -11.2% | +52.5% | -63.7% | -26.0% |
| All | -11.2% | +52.2% | -63.5% | -26.0% |
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 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