+1,751.5%
CLS vs DAL
+136.2%
+1,615.3%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.9% | +5.3% | +2.6% | +5.3% |
| 7D | -10.6% | +10.0% | -20.6% | -14.8% |
| 30D | -38.4% | +12.0% | -50.5% | -42.0% |
| 3M | -29.9% | +0.8% | -30.6% | -30.5% |
| 6M | -40.6% | +26.2% | -66.8% | -47.7% |
| YTD | -24.6% | +33.7% | -58.3% | -35.8% |
| 1Y | -30.8% | +57.6% | -88.4% | -45.7% |
| 3Y | +811.7% | +183.5% | +628.3% | +412.3% |
| 5Y | +1,838.4% | +114.2% | +1,724.3% | +1,095.2% |
| 10Y | +1,751.5% | +128.1% | +1,623.4% | +975.0% |
| All | +1,751.5% | +136.2% | +1,615.3% | +975.0% |
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