+102.9%
DAL vs COO
-41.6%
+144.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +3.0% |
| 7D | +8.8% | +4.7% | +4.1% | +6.5% |
| 30D | +5.4% | +13.9% | -8.5% | -1.0% |
| 3M | -4.9% | -14.9% | +10.0% | +1.9% |
| 6M | +19.8% | +2.0% | +17.8% | +16.4% |
| YTD | +27.0% | -23.9% | +50.9% | +43.9% |
| 1Y | +52.5% | -9.6% | +62.1% | +57.8% |
| 3Y | +173.8% | -25.4% | +199.3% | +198.0% |
| All | +102.9% | -41.6% | +144.5% | +158.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling