+125.6%
DAL vs COO
+38.3%
+87.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | +10.7% | +4.5% | +6.2% | +8.4% |
| 30D | +12.5% | +16.9% | -4.4% | +3.9% |
| 3M | +3.6% | -16.7% | +20.3% | +12.7% |
| 6M | +26.7% | +5.9% | +20.8% | +20.6% |
| YTD | +34.3% | -22.4% | +56.7% | +51.0% |
| 1Y | +59.1% | -10.1% | +69.2% | +65.1% |
| 3Y | +179.9% | -22.8% | +202.6% | +202.2% |
| 5Y | +119.1% | -41.4% | +160.6% | +170.7% |
| 10Y | +125.6% | +41.3% | +84.4% | +100.8% |
| All | +125.6% | +38.3% | +87.3% | +100.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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