+161.0%
DAL vs CNC
-1.0%
+161.9%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.4% | -1.8% | -0.4% |
| 7D | -1.1% | +2.2% | -3.3% | -1.2% |
| 30D | +12.8% | +1.6% | +11.3% | +12.7% |
| 3M | -5.3% | +7.9% | -13.2% | -5.6% |
| 6M | +22.4% | +21.2% | +1.2% | +21.4% |
| YTD | +25.6% | +73.2% | -47.6% | +22.5% |
| 1Y | +45.5% | +97.5% | -52.0% | +41.0% |
| 3Y | +161.0% | -1.2% | +162.2% | +163.9% |
| All | +161.0% | -1.0% | +161.9% | +163.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling