+208.8%
C vs DAL
+128.3%
+80.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | 0.0% |
| 7D | -0.4% | +10.7% | -11.1% | -5.1% |
| 30D | -5.2% | +12.5% | -17.7% | -10.6% |
| 3M | -9.1% | +3.6% | -12.7% | -11.0% |
| 6M | -1.6% | +26.7% | -28.3% | -13.1% |
| YTD | +6.9% | +34.3% | -27.3% | -8.5% |
| 1Y | +23.0% | +59.1% | -36.2% | -3.1% |
| 3Y | +216.1% | +179.9% | +36.3% | +77.9% |
| 5Y | +112.2% | +119.1% | -6.9% | +28.2% |
| 10Y | +208.8% | +125.6% | +83.2% | +71.2% |
| All | +208.8% | +128.3% | +80.5% | +71.2% |
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 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