+104.3%
DAL vs CI
+146.2%
-41.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.6% | -0.4% |
| 7D | -1.1% | +1.2% | -2.3% | -1.5% |
| 30D | +12.8% | +2.6% | +10.3% | +11.8% |
| 3M | -5.3% | +7.4% | -12.7% | -8.0% |
| 6M | +22.4% | -0.1% | +22.5% | +21.4% |
| YTD | +25.6% | +9.7% | +15.9% | +19.5% |
| 1Y | +45.5% | +12.1% | +33.4% | +37.1% |
| 3Y | +161.0% | +7.0% | +153.9% | +136.6% |
| 5Y | +112.2% | +49.7% | +62.5% | +58.6% |
| All | +104.3% | +146.2% | -41.9% | +19.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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