-40.2%
CMCSA vs DAL
+110.1%
-150.3%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.3% | +1.8% | +1.5% |
| 7D | +3.2% | -1.1% | +4.2% | +3.3% |
| 30D | +19.5% | +12.8% | +6.7% | +16.4% |
| 3M | -2.4% | -5.3% | +2.9% | -1.6% |
| 6M | +3.8% | +22.4% | -18.5% | -1.1% |
| YTD | -5.4% | +25.6% | -31.0% | -11.0% |
| 1Y | +1.1% | +45.5% | -44.4% | -8.2% |
| 3Y | -27.1% | +161.0% | -188.1% | -45.2% |
| All | -40.2% | +110.1% | -150.3% | -54.0% |
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 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