+52.5%
DAL vs CP
+32.2%
+20.3%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.7% | +3.9% | +3.0% |
| 7D | +8.8% | +2.8% | +6.0% | +7.4% |
| 30D | +5.4% | +10.2% | -4.8% | +0.7% |
| 3M | -4.9% | +2.4% | -7.3% | -5.9% |
| 6M | +19.8% | +7.7% | +12.2% | +15.1% |
| YTD | +27.0% | +26.0% | +1.0% | +12.1% |
| 1Y | +52.5% | +34.6% | +17.8% | +24.8% |
| All | +52.5% | +32.2% | +20.3% | +24.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 1y: compounded portfolio wealth divided by compounded CP 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…
1y analysis · Full analysis span regression · 6 months rolling