+17.1%
BABA vs DAL
+127.0%
-109.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.2% | -0.9% | +0.8% |
| 7D | +11.6% | +8.8% | +2.8% | +9.4% |
| 30D | +2.3% | +5.4% | -3.1% | +0.9% |
| 3M | -13.7% | -4.9% | -8.8% | -12.9% |
| 6M | -21.9% | +19.8% | -41.8% | -26.0% |
| YTD | -24.6% | +27.0% | -51.6% | -30.0% |
| 1Y | -34.1% | +52.5% | -86.6% | -41.6% |
| 3Y | +36.3% | +173.8% | -137.6% | -1.3% |
| 5Y | -26.7% | +104.5% | -131.3% | -44.1% |
| All | +17.1% | +127.0% | -109.9% | -5.8% |
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