+128.1%
DAL vs CAH
+427.0%
-298.8%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | +0.9% | +4.3% | +4.9% |
| 7D | +10.0% | +7.8% | +2.2% | +7.0% |
| 30D | +12.0% | +15.5% | -3.4% | +6.2% |
| 3M | +0.8% | +16.3% | -15.5% | -4.9% |
| 6M | +26.2% | +50.0% | -23.8% | +8.1% |
| YTD | +33.7% | +34.7% | -1.0% | +18.3% |
| 1Y | +57.6% | +35.9% | +21.6% | +38.9% |
| 3Y | +183.5% | +178.5% | +5.0% | +79.8% |
| 5Y | +114.2% | +515.7% | -401.5% | -5.7% |
| 10Y | +128.1% | +421.5% | -293.4% | -0.8% |
| All | +128.1% | +427.0% | -298.8% | -0.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAH.
Daily Out/Under-Performance
Portfolio return minus CAH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAH 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 10y: compounded portfolio wealth divided by compounded CAH 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…
10y analysis · Full analysis span regression · 6 months rolling