+125.6%
DAL vs CHD
+180.1%
-54.5%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.4% | 0.0% | +0.4% |
| 7D | +10.7% | +2.4% | +8.3% | +10.6% |
| 30D | +12.5% | +13.9% | -1.4% | +11.8% |
| 3M | +3.6% | +8.5% | -4.9% | +3.2% |
| 6M | +26.7% | +20.4% | +6.4% | +25.6% |
| YTD | +34.3% | +34.5% | -0.3% | +32.4% |
| 1Y | +59.1% | +33.8% | +25.4% | +56.9% |
| 3Y | +179.9% | +29.1% | +150.7% | +176.8% |
| 5Y | +119.1% | +31.2% | +87.9% | +115.0% |
| 10Y | +125.6% | +193.1% | -67.5% | +94.1% |
| All | +125.6% | +180.1% | -54.5% | +94.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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