+351.3%
DAL vs CASY
+3,399.8%
-3,048.5%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.3% | +2.1% | +1.9% |
| 7D | +0.1% | +0.1% | 0.0% | 0.0% |
| 30D | -13.9% | -11.3% | -2.6% | -9.2% |
| 3M | +1.1% | -0.6% | +1.7% | -1.9% |
| 6M | +26.2% | +10.7% | +15.5% | +15.5% |
| YTD | +16.4% | +37.1% | -20.7% | -4.3% |
| 1Y | +33.9% | +52.3% | -18.4% | +3.5% |
| 3Y | +93.4% | +215.2% | -121.8% | -0.7% |
| 5Y | +106.4% | +276.5% | -170.1% | -5.0% |
| 10Y | +143.0% | +508.4% | -365.4% | -17.5% |
| All | +351.3% | +3,399.8% | -3,048.5% | -57.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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