+168.1%
DAL vs COO
-24.0%
+192.0%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | -1.4% | -2.9% | -3.7% |
| 7D | +4.6% | +5.3% | -0.7% | +2.4% |
| 30D | +2.3% | +12.5% | -10.2% | -2.7% |
| 3M | -8.1% | -15.1% | +7.0% | -1.7% |
| 6M | +21.4% | +3.7% | +17.7% | +17.6% |
| YTD | +24.3% | -22.5% | +46.8% | +38.6% |
| 1Y | +47.4% | -7.8% | +55.2% | +51.5% |
| All | +168.1% | -24.0% | +192.0% | +183.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling