+48.3%
CVS vs DAL
+164.8%
-116.5%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -5.2% | +5.5% | +0.7% |
| 7D | +10.4% | +1.4% | +9.0% | +10.3% |
| 30D | +3.3% | +9.1% | -5.8% | +2.2% |
| 3M | -4.5% | -3.5% | -1.0% | -4.3% |
| 6M | -4.4% | +23.4% | -27.7% | -6.9% |
| YTD | +16.6% | +26.0% | -9.4% | +12.9% |
| 1Y | +15.3% | +44.6% | -29.3% | +9.6% |
| All | +48.3% | +164.8% | -116.5% | +31.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling