+588.7%
AXP vs DAL
+359.0%
+229.6%
-83.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.3% | +2.1% | -0.7% |
| 7D | +0.4% | +4.6% | -4.2% | -1.3% |
| 30D | +7.0% | +2.3% | +4.7% | +5.9% |
| 3M | -6.6% | -8.1% | +1.5% | -4.1% |
| 6M | +3.5% | +21.4% | -18.0% | -4.6% |
| YTD | -11.2% | +24.3% | -35.5% | -19.3% |
| 1Y | -10.2% | +47.4% | -57.5% | -23.4% |
| 3Y | +120.0% | +164.6% | -44.6% | +45.9% |
| 5Y | +95.6% | +100.2% | -4.7% | +40.5% |
| 10Y | +468.1% | +124.9% | +343.3% | +272.1% |
| All | +588.7% | +359.0% | +229.6% | +147.7% |
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