+15.6%
BABA vs DAL
+122.2%
-106.6%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -4.3% | +7.0% | +3.7% |
| 7D | +8.6% | +4.6% | +4.0% | +7.4% |
| 30D | -1.1% | +2.3% | -3.4% | -1.8% |
| 3M | -15.9% | -8.1% | -7.8% | -14.5% |
| 6M | -17.5% | +21.4% | -39.0% | -22.1% |
| YTD | -25.6% | +24.3% | -49.9% | -30.5% |
| 1Y | -33.8% | +47.4% | -81.2% | -40.9% |
| 3Y | +34.6% | +164.6% | -130.0% | -1.7% |
| 5Y | -27.7% | +100.2% | -127.9% | -44.5% |
| All | +15.6% | +122.2% | -106.6% | -6.5% |
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 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