+338.2%
AZN vs DAL
+108.0%
+230.1%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.4% | +0.1% |
| 7D | -1.1% | -1.1% | 0.0% | -1.0% |
| 30D | +13.8% | +12.8% | +1.0% | +12.4% |
| 3M | +17.3% | -5.3% | +22.6% | +17.8% |
| 6M | -1.7% | +22.4% | -24.1% | -4.1% |
| YTD | +1.4% | +25.6% | -24.2% | -1.6% |
| 1Y | +5.2% | +45.5% | -40.3% | +0.5% |
| 3Y | +52.6% | +161.0% | -108.3% | +34.2% |
| 5Y | +72.9% | +112.2% | -39.4% | +53.0% |
| All | +338.2% | +108.0% | +230.1% | +290.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling