+479.4%
CVX vs DAL
+365.4%
+114.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -5.2% | +6.7% | +2.3% |
| 7D | +1.6% | +1.4% | +0.2% | +1.3% |
| 30D | -0.6% | +9.1% | -9.7% | -2.4% |
| 3M | +11.0% | -3.5% | +14.5% | +11.1% |
| 6M | +18.4% | +23.4% | -4.9% | +12.7% |
| YTD | +45.9% | +26.0% | +19.9% | +37.2% |
| 1Y | +46.7% | +44.6% | +2.0% | +34.3% |
| 3Y | +71.6% | +162.7% | -91.1% | +37.0% |
| 5Y | +131.4% | +113.0% | +18.5% | +87.0% |
| 10Y | +209.3% | +109.8% | +99.5% | +140.8% |
| All | +479.4% | +365.4% | +114.0% | +252.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling