+25.8%
C vs DAL
+57.9%
-32.1%
-17.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.5% | +2.0% |
| 7D | -0.4% | +2.3% | -2.8% | -1.5% |
| 30D | -5.3% | +14.3% | -19.6% | -11.1% |
| 3M | -8.0% | +1.3% | -9.3% | -8.8% |
| 6M | -0.3% | +29.3% | -29.5% | -13.2% |
| YTD | +8.6% | +33.0% | -24.3% | -6.4% |
| 1Y | +25.8% | +59.8% | -34.0% | +0.2% |
| All | +25.8% | +57.9% | -32.1% | +0.2% |
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