+98.5%
DAL vs CPB
-40.0%
+138.5%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -3.4% | +5.2% | +2.0% |
| 7D | +0.1% | -8.6% | +8.7% | +0.5% |
| 30D | -13.9% | -7.2% | -6.7% | -13.7% |
| 3M | +1.1% | +0.9% | +0.2% | +0.9% |
| 6M | +26.2% | -11.8% | +38.1% | +26.7% |
| YTD | +16.4% | -19.4% | +35.8% | +17.2% |
| 1Y | +33.9% | -30.4% | +64.2% | +36.2% |
| All | +98.5% | -40.0% | +138.5% | +101.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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