+62.1%
DAL vs CAPR
+47.4%
+14.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.2% | +8.3% | -1.1% | +7.1% |
| 7D | +11.1% | +43.2% | -32.1% | +10.7% |
| 30D | +7.7% | +14.7% | -6.9% | +7.6% |
| 3M | -3.5% | +113.9% | -117.4% | -4.3% |
| 6M | +31.3% | -73.4% | +104.7% | +32.1% |
| YTD | +30.0% | -69.1% | +99.1% | +30.4% |
| 1Y | +62.1% | +47.2% | +14.9% | +58.6% |
| All | +62.1% | +47.4% | +14.6% | +58.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 1y: compounded portfolio wealth divided by compounded CAPR 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…
1y analysis · Full analysis span regression · 6 months rolling