+13.0%
CVS vs DAL
+110.1%
-97.2%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.3% | -0.1% | -0.5% |
| 7D | +6.6% | -1.1% | +7.6% | +6.7% |
| 30D | -0.4% | +12.8% | -13.3% | -2.2% |
| 3M | -5.3% | -5.3% | 0.0% | -4.9% |
| 6M | -7.7% | +22.4% | -30.1% | -10.6% |
| YTD | +16.0% | +25.6% | -9.6% | +11.5% |
| 1Y | +16.2% | +45.5% | -29.3% | +9.3% |
| 3Y | +47.6% | +161.0% | -113.4% | +24.1% |
| All | +13.0% | +110.1% | -97.2% | -4.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling