+64.0%
CVX vs DAL
+168.1%
-104.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +2.2% | -2.3% | -0.2% |
| 7D | -9.7% | +8.8% | -18.5% | -10.0% |
| 30D | +3.6% | +5.4% | -1.8% | +3.4% |
| 3M | +13.3% | -4.9% | +18.3% | +13.8% |
| 6M | +16.9% | +19.8% | -3.0% | +14.8% |
| YTD | +43.4% | +27.0% | +16.4% | +39.3% |
| 1Y | +44.5% | +52.5% | -8.0% | +36.1% |
| 3Y | +64.0% | +173.8% | -109.9% | +34.8% |
| All | +64.0% | +168.1% | -104.1% | +34.8% |
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