+7.7%
CARR vs DAL
+116.7%
-109.0%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -1.0% | +3.9% | +3.3% |
| 7D | -1.9% | +2.3% | -4.3% | -2.8% |
| 30D | -1.1% | +14.3% | -15.4% | -5.9% |
| 3M | -13.8% | +1.3% | -15.1% | -14.5% |
| 6M | -16.5% | +29.3% | -45.8% | -24.2% |
| YTD | +4.9% | +33.0% | -28.1% | -6.4% |
| 1Y | -2.7% | +59.8% | -62.5% | -18.8% |
| 3Y | +10.4% | +177.2% | -166.8% | -28.8% |
| 5Y | +7.7% | +118.4% | -110.6% | -29.4% |
| All | +7.7% | +116.7% | -109.0% | -29.4% |
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