+105.0%
DAL vs CNC
+173.4%
-68.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -0.3% | -4.9% | -5.2% |
| 7D | +1.4% | -5.3% | +6.7% | +2.4% |
| 30D | +9.1% | +2.0% | +7.0% | +8.5% |
| 3M | -3.5% | +4.8% | -8.3% | -4.7% |
| 6M | +23.4% | +18.5% | +4.9% | +18.1% |
| YTD | +26.0% | +70.8% | -44.7% | +9.8% |
| 1Y | +44.6% | +94.1% | -49.5% | +22.2% |
| 3Y | +162.7% | -2.2% | +164.9% | +147.5% |
| 5Y | +113.0% | -7.4% | +120.3% | +100.1% |
| All | +105.0% | +173.4% | -68.4% | +40.4% |
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