+128.1%
DAL vs CNC
+158.2%
-30.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.3% | -1.7% | +7.0% | +5.6% |
| 7D | +10.0% | +3.0% | +7.0% | +9.3% |
| 30D | +12.0% | +4.9% | +7.2% | +10.8% |
| 3M | +0.8% | +4.2% | -3.4% | -0.4% |
| 6M | +26.2% | +22.5% | +3.7% | +19.9% |
| YTD | +33.7% | +66.6% | -32.9% | +17.1% |
| 1Y | +57.6% | +82.5% | -24.9% | +34.9% |
| 3Y | +183.5% | -4.1% | +187.6% | +168.0% |
| 5Y | +114.2% | -8.3% | +122.5% | +101.4% |
| 10Y | +128.1% | +153.6% | -25.5% | +64.5% |
| All | +128.1% | +158.2% | -30.0% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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