+44.9%
C vs DAL
+32.1%
+12.7%
-14.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.1% |
| 7D | +3.6% | +0.1% | +3.5% | +3.5% |
| 30D | +0.1% | -13.9% | +14.0% | +6.6% |
| 3M | +2.4% | +1.1% | +1.3% | +1.4% |
| 6M | +24.9% | +26.2% | -1.3% | +11.0% |
| YTD | +19.8% | +16.4% | +3.4% | +10.9% |
| 1Y | +44.9% | +33.9% | +11.0% | +28.2% |
| All | +44.9% | +32.1% | +12.7% | +28.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling