+304.8%
CSCO vs DAL
+127.0%
+177.9%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +2.2% | -4.1% | -2.4% |
| 7D | -10.2% | +8.8% | -19.0% | -11.9% |
| 30D | -20.1% | +5.4% | -25.4% | -21.1% |
| 3M | -22.4% | -4.9% | -17.4% | -21.7% |
| 6M | +2.8% | +19.8% | -17.0% | -2.0% |
| YTD | +23.6% | +27.0% | -3.4% | +15.7% |
| 1Y | +34.0% | +52.5% | -18.4% | +20.2% |
| 3Y | +89.3% | +173.8% | -84.6% | +43.3% |
| 5Y | +87.9% | +104.5% | -16.7% | +47.7% |
| All | +304.8% | +127.0% | +177.9% | +232.1% |
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