+198.8%
CVX vs DAL
+128.3%
+70.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.4% | -0.2% | +0.1% |
| 7D | -6.2% | +10.7% | -16.9% | -8.9% |
| 30D | -0.4% | +12.5% | -12.9% | -3.8% |
| 3M | +9.3% | +3.6% | +5.7% | +7.5% |
| 6M | +18.4% | +26.7% | -8.3% | +8.8% |
| YTD | +42.5% | +34.3% | +8.2% | +26.9% |
| 1Y | +41.0% | +59.1% | -18.1% | +18.9% |
| 3Y | +67.5% | +179.9% | -112.4% | +10.5% |
| 5Y | +126.1% | +119.1% | +7.0% | +53.8% |
| 10Y | +198.8% | +125.6% | +73.1% | +89.1% |
| All | +198.8% | +128.3% | +70.5% | +89.1% |
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