+145.3%
DAL vs CF
+569.3%
-424.1%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.2% | +5.0% | +2.8% |
| 7D | +0.1% | +6.0% | -5.9% | -1.8% |
| 30D | -13.9% | +14.8% | -28.8% | -17.8% |
| 3M | +1.1% | +14.1% | -13.0% | -4.0% |
| 6M | +26.2% | +28.5% | -2.3% | +10.8% |
| YTD | +16.4% | +74.9% | -58.5% | -9.4% |
| 1Y | +33.9% | +61.7% | -27.8% | +6.6% |
| 3Y | +93.4% | +80.3% | +13.1% | +41.2% |
| 5Y | +106.4% | +226.0% | -119.6% | +0.8% |
| All | +145.3% | +569.3% | -424.1% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CF.
Daily Out/Under-Performance
Portfolio return minus CF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CF 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 CF 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