+117.1%
CDE vs DAL
+118.7%
-1.6%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.1% | +0.4% | -7.5% | -7.2% |
| 7D | +14.0% | +10.7% | +3.3% | +9.4% |
| 30D | -10.7% | +12.5% | -23.3% | -15.0% |
| 3M | -15.8% | +3.6% | -19.4% | -17.2% |
| 6M | -17.5% | +26.7% | -44.3% | -25.5% |
| YTD | -14.1% | +34.3% | -48.4% | -24.6% |
| 1Y | +2.9% | +59.1% | -56.2% | -15.4% |
| 3Y | +625.5% | +179.9% | +445.6% | +342.7% |
| 5Y | +117.1% | +119.1% | -2.0% | +39.8% |
| All | +117.1% | +118.7% | -1.6% | +39.8% |
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