+15.8%
BABA vs DAL
+136.2%
-120.4%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +5.3% | -9.0% | -5.0% |
| 7D | +3.8% | +10.0% | -6.2% | +1.3% |
| 30D | -5.4% | +12.0% | -17.4% | -8.1% |
| 3M | -17.9% | +0.8% | -18.7% | -18.4% |
| 6M | -24.1% | +26.2% | -50.3% | -29.0% |
| YTD | -27.4% | +33.7% | -61.1% | -33.5% |
| 1Y | -36.1% | +57.6% | -93.6% | -43.9% |
| 3Y | +35.4% | +183.5% | -148.1% | -2.9% |
| 5Y | -30.1% | +114.2% | -144.3% | -47.3% |
| 10Y | +15.8% | +128.1% | -112.3% | -10.4% |
| All | +15.8% | +136.2% | -120.4% | -10.4% |
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