+52.0%
CVS vs DAL
+136.2%
-84.3%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +5.3% | -3.6% | +0.8% |
| 7D | -3.7% | +10.0% | -13.7% | -5.4% |
| 30D | -0.3% | +12.0% | -12.4% | -2.5% |
| 3M | -10.3% | +0.8% | -11.1% | -10.8% |
| 6M | -4.6% | +26.2% | -30.8% | -8.9% |
| YTD | +10.7% | +33.7% | -23.0% | +4.1% |
| 1Y | +11.2% | +57.6% | -46.3% | +1.5% |
| 3Y | +43.0% | +183.5% | -140.4% | +13.8% |
| 5Y | +8.6% | +114.2% | -105.5% | -11.2% |
| 10Y | +52.0% | +128.1% | -76.2% | +23.2% |
| All | +52.0% | +136.2% | -84.3% | +23.2% |
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