-62.1%
C vs DAL
+329.9%
-392.0%
-98.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.8% |
| 3M | +2.4% | +1.1% | +1.3% | +1.4% |
| 6M | +24.9% | +26.2% | -1.3% | +11.4% |
| YTD | +19.8% | +16.4% | +3.4% | +10.7% |
| 1Y | +44.9% | +33.9% | +11.0% | +24.9% |
| 3Y | +263.0% | +93.4% | +169.6% | +152.5% |
| 5Y | +129.5% | +106.4% | +23.2% | +47.8% |
| 10Y | +291.6% | +143.0% | +148.6% | +116.3% |
| All | -62.1% | +329.9% | -392.0% | -90.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling