+223.5%
C vs DAL
+127.0%
+96.5%
-56.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.2% | -1.6% | -0.5% |
| 7D | -2.4% | +8.8% | -11.2% | -6.3% |
| 30D | -6.0% | +5.4% | -11.4% | -8.5% |
| 3M | -10.5% | -4.9% | -5.6% | -8.9% |
| 6M | -5.7% | +19.8% | -25.6% | -14.5% |
| YTD | +4.1% | +27.0% | -22.9% | -8.6% |
| 1Y | +20.5% | +52.5% | -32.0% | -3.1% |
| 3Y | +208.1% | +173.8% | +34.3% | +74.8% |
| 5Y | +110.4% | +104.5% | +5.9% | +31.3% |
| All | +223.5% | +127.0% | +96.5% | +77.9% |
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