+105.8%
DAL vs CB
+99.7%
+6.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.9% | +3.7% | +2.7% |
| 7D | +0.1% | +0.5% | -0.4% | -0.1% |
| 30D | -13.9% | -3.1% | -10.8% | -12.7% |
| 3M | +1.1% | +9.0% | -7.9% | -3.7% |
| 6M | +26.2% | +2.9% | +23.4% | +23.4% |
| YTD | +16.4% | +10.1% | +6.3% | +9.5% |
| 1Y | +33.9% | +22.8% | +11.1% | +18.1% |
| 3Y | +93.4% | +73.8% | +19.6% | +31.9% |
| All | +105.8% | +99.7% | +6.1% | +24.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling