+2,755.1%
CLS vs DAL
+142.6%
+2,612.5%
-80.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.8% | -1.0% | -0.1% |
| 7D | +4.6% | +0.1% | +4.4% | +4.4% |
| 30D | -13.9% | -13.9% | 0.0% | -7.4% |
| 3M | -26.6% | +1.1% | -27.6% | -27.1% |
| 6M | +15.4% | +26.2% | -10.8% | +2.7% |
| YTD | +5.7% | +16.4% | -10.8% | -3.3% |
| 1Y | +41.1% | +33.9% | +7.3% | +19.8% |
| 3Y | +1,228.6% | +93.4% | +1,135.2% | +803.6% |
| 5Y | +3,240.6% | +106.4% | +3,134.3% | +2,009.9% |
| All | +2,755.1% | +142.6% | +2,612.5% | +1,611.5% |
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