+32.1%
CVS vs DAL
+168.1%
-136.0%
-44.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +2.2% | +0.9% | +2.9% |
| 7D | -7.1% | +8.8% | -15.9% | -7.9% |
| 30D | -4.0% | +5.4% | -9.4% | -4.6% |
| 3M | -12.2% | -4.9% | -7.3% | -11.9% |
| 6M | -2.2% | +19.8% | -22.0% | -4.4% |
| YTD | +8.9% | +27.0% | -18.1% | +5.3% |
| 1Y | +9.9% | +52.5% | -42.6% | +3.8% |
| 3Y | +32.1% | +173.8% | -141.8% | +16.4% |
| All | +32.1% | +168.1% | -136.0% | +16.4% |
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 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