+582.9%
CEG vs DAL
+141.4%
+441.4%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.5% | +5.3% | +5.2% | +8.7% |
| 7D | +7.3% | +10.0% | -2.7% | +3.7% |
| 30D | -7.4% | +12.0% | -19.4% | -11.2% |
| 3M | +2.5% | +0.8% | +1.7% | +1.8% |
| 6M | -8.8% | +26.2% | -35.0% | -16.6% |
| YTD | -21.5% | +33.7% | -55.2% | -30.2% |
| 1Y | -22.5% | +57.6% | -80.1% | -35.1% |
| 3Y | +133.3% | +183.5% | -50.2% | +63.9% |
| All | +582.9% | +141.4% | +441.4% | +396.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling