+53.6%
AZN vs DAL
+105.9%
-52.3%
-27.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.3% | -1.7% | -1.9% |
| 7D | -2.9% | +0.8% | -3.7% | -3.0% |
| 30D | -3.1% | -11.7% | +8.7% | -1.8% |
| 3M | -14.4% | -2.7% | -11.7% | -14.4% |
| 6M | -19.5% | +30.7% | -50.2% | -22.2% |
| YTD | -13.8% | +14.4% | -28.1% | -15.7% |
| 1Y | -2.4% | +31.2% | -33.6% | -6.3% |
| 3Y | +21.3% | +99.4% | -78.2% | +6.8% |
| 5Y | +53.6% | +98.6% | -44.9% | +32.9% |
| All | +53.6% | +105.9% | -52.3% | +32.9% |
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