+173.8%
DAL vs CB
+71.5%
+102.4%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +3.9% | +2.5% |
| 7D | +8.8% | +0.2% | +8.5% | +8.8% |
| 30D | +5.4% | +9.1% | -3.7% | +3.9% |
| 3M | -4.9% | +3.4% | -8.3% | -5.5% |
| 6M | +19.8% | +14.1% | +5.8% | +16.5% |
| YTD | +27.0% | +18.0% | +9.0% | +22.1% |
| 1Y | +52.5% | +30.1% | +22.3% | +42.5% |
| 3Y | +173.8% | +71.8% | +102.1% | +168.6% |
| All | +173.8% | +71.5% | +102.4% | +168.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 3y: compounded portfolio wealth divided by compounded CB 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…
3y analysis · Full analysis span regression · 6 months rolling