+5.2%
AZN vs DAL
+44.4%
-39.2%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +12.2% |
| 3M | +17.3% | -5.3% | +22.6% | +17.7% |
| 6M | -1.7% | +22.4% | -24.1% | -4.8% |
| YTD | +1.4% | +25.6% | -24.2% | -3.1% |
| 1Y | +5.2% | +45.5% | -40.3% | -3.0% |
| All | +5.2% | +44.4% | -39.2% | -3.0% |
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