+2,826.9%
COST vs DAL
+393.7%
+2,433.3%
-48.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +5.3% | -4.1% | +0.5% |
| 7D | +2.5% | +10.0% | -7.6% | +1.2% |
| 30D | +12.8% | +12.0% | +0.7% | +11.0% |
| 3M | +12.7% | +0.8% | +11.9% | +12.3% |
| 6M | +6.0% | +26.2% | -20.2% | +2.3% |
| YTD | +24.4% | +33.7% | -9.3% | +18.6% |
| 1Y | +16.2% | +57.6% | -41.4% | +8.3% |
| 3Y | +96.9% | +183.5% | -86.6% | +66.1% |
| 5Y | +121.1% | +114.2% | +7.0% | +90.5% |
| 10Y | +758.4% | +128.1% | +630.3% | +594.1% |
| All | +2,826.9% | +393.7% | +2,433.3% | +1,624.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling