+63.0%
AZN vs DAL
+118.7%
-55.7%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.4% | -1.8% | -1.4% |
| 7D | +1.6% | +10.7% | -9.1% | +0.3% |
| 30D | +17.3% | +12.5% | +4.8% | +15.6% |
| 3M | +15.3% | +3.6% | +11.7% | +14.7% |
| 6M | +2.1% | +26.7% | -24.6% | -1.1% |
| YTD | +2.6% | +34.3% | -31.6% | -1.7% |
| 1Y | +7.9% | +59.1% | -51.3% | +1.1% |
| 3Y | +55.8% | +179.9% | -124.0% | +29.6% |
| 5Y | +63.0% | +119.1% | -56.1% | +37.5% |
| All | +63.0% | +118.7% | -55.7% | +37.5% |
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