+458.7%
CVX vs DAL
+329.9%
+128.8%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.6% |
| 7D | +3.3% | +0.1% | +3.2% | +3.3% |
| 30D | +12.9% | -13.9% | +26.8% | +15.7% |
| 3M | +11.7% | +1.1% | +10.6% | +10.8% |
| 6M | +14.1% | +26.2% | -12.1% | +8.1% |
| YTD | +40.7% | +16.4% | +24.3% | +34.7% |
| 1Y | +37.5% | +33.9% | +3.6% | +27.8% |
| 3Y | +43.9% | +93.4% | -49.4% | +21.7% |
| 5Y | +161.5% | +106.4% | +55.1% | +112.8% |
| 10Y | +215.1% | +143.0% | +72.1% | +143.0% |
| All | +458.7% | +329.9% | +128.8% | +246.3% |
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