+12.0%
CARR vs DAL
+102.5%
-90.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.5% |
| 7D | +3.2% | +3.4% | -0.1% | +2.1% |
| 30D | -7.7% | -13.6% | +5.9% | -3.0% |
| 3M | -11.9% | +1.2% | -13.1% | -12.5% |
| 6M | +2.0% | +34.5% | -32.5% | -8.2% |
| YTD | +13.2% | +14.7% | -1.5% | +6.8% |
| 1Y | -8.5% | +29.2% | -37.8% | -17.5% |
| 3Y | +5.0% | +100.0% | -95.0% | -22.8% |
| 5Y | +12.0% | +106.3% | -94.3% | -24.4% |
| All | +12.0% | +102.5% | -90.5% | -24.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling