+100.2%
DAL vs BP
+105.3%
-5.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -2.0% | -2.4% | -3.9% |
| 7D | +4.6% | -11.2% | +15.8% | +7.0% |
| 30D | +2.3% | -0.7% | +3.0% | +1.9% |
| 3M | -8.1% | +9.8% | -17.9% | -11.1% |
| 6M | +21.4% | -1.6% | +23.0% | +20.3% |
| YTD | +24.3% | +33.5% | -9.2% | +8.8% |
| 1Y | +47.4% | +31.7% | +15.6% | +29.4% |
| 3Y | +164.6% | +45.1% | +119.5% | +118.0% |
| 5Y | +100.2% | +105.9% | -5.7% | +26.5% |
| All | +100.2% | +105.3% | -5.1% | +26.5% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 5y: compounded portfolio wealth divided by compounded BP 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…
5y analysis · Full analysis span regression · 6 months rolling