+749.2%
COST vs DAL
+108.8%
+640.5%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -5.2% | +5.6% | +1.0% |
| 7D | +2.5% | +1.4% | +1.1% | +2.3% |
| 30D | +14.6% | +9.1% | +5.5% | +13.4% |
| 3M | +15.2% | -3.5% | +18.7% | +15.4% |
| 6M | +7.2% | +23.4% | -16.2% | +4.4% |
| YTD | +27.4% | +26.0% | +1.4% | +23.3% |
| 1Y | +20.2% | +44.6% | -24.4% | +14.4% |
| 3Y | +96.9% | +162.7% | -65.9% | +71.8% |
| 5Y | +122.8% | +113.0% | +9.8% | +96.2% |
| All | +749.2% | +108.8% | +640.5% | +680.6% |
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