+203.4%
CVX vs DAL
+127.0%
+76.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.3% | -0.7% |
| 7D | -9.7% | +8.8% | -18.5% | -11.9% |
| 30D | +3.6% | +5.4% | -1.8% | +1.8% |
| 3M | +13.3% | -4.9% | +18.3% | +14.0% |
| 6M | +16.9% | +19.8% | -3.0% | +9.0% |
| YTD | +43.4% | +27.0% | +16.4% | +29.7% |
| 1Y | +44.5% | +52.5% | -8.0% | +23.2% |
| 3Y | +64.0% | +173.8% | -109.9% | +8.4% |
| 5Y | +126.4% | +104.5% | +21.9% | +57.2% |
| All | +203.4% | +127.0% | +76.4% | +98.7% |
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 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