+117.0%
AXP vs DAL
+106.7%
+10.3%
-31.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +1.8% | -2.9% | -1.9% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -6.5% | -13.9% | +7.4% | -0.4% |
| 3M | +4.6% | +1.1% | +3.6% | +3.5% |
| 6M | +5.4% | +26.2% | -20.8% | -6.3% |
| YTD | -11.1% | +16.4% | -27.5% | -18.3% |
| 1Y | -0.3% | +33.9% | -34.2% | -14.5% |
| 3Y | +111.6% | +93.4% | +18.2% | +43.7% |
| All | +117.0% | +106.7% | +10.3% | +37.8% |
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