+145.3%
DAL vs COO
+49.3%
+96.0%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.5% | +3.3% | +2.6% |
| 7D | +0.1% | -2.2% | +2.3% | +1.3% |
| 30D | -13.9% | -7.0% | -6.9% | -10.7% |
| 3M | +1.1% | +12.2% | -11.1% | -5.4% |
| 6M | +26.2% | -15.1% | +41.4% | +36.9% |
| YTD | +16.4% | -15.1% | +31.5% | +26.3% |
| 1Y | +33.9% | +2.3% | +31.5% | +30.9% |
| 3Y | +93.4% | -23.7% | +117.1% | +112.9% |
| 5Y | +106.4% | -38.9% | +145.3% | +151.9% |
| All | +145.3% | +49.3% | +96.0% | +114.2% |
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