+114.2%
DAL vs BP
+103.3%
+10.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.1% | +5.1% | +5.2% |
| 7D | +10.0% | -6.9% | +16.9% | +11.6% |
| 30D | +12.0% | -3.6% | +15.6% | +12.4% |
| 3M | +0.8% | +8.4% | -7.6% | -2.1% |
| 6M | +26.2% | +5.3% | +20.8% | +22.3% |
| YTD | +33.7% | +33.2% | +0.5% | +17.1% |
| 1Y | +57.6% | +28.2% | +29.4% | +39.8% |
| 3Y | +183.5% | +49.2% | +134.2% | +130.9% |
| 5Y | +114.2% | +102.9% | +11.3% | +37.4% |
| All | +114.2% | +103.3% | +10.9% | +37.4% |
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