+392.2%
DAL vs EIX
+125.9%
+266.4%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -2.5% | +4.6% | +3.3% |
| 7D | +8.8% | +1.0% | +7.8% | +8.4% |
| 30D | +5.4% | +9.1% | -3.7% | +1.2% |
| 3M | -4.9% | -10.2% | +5.3% | -2.7% |
| 6M | +19.8% | -11.2% | +31.1% | +22.4% |
| YTD | +27.0% | +4.5% | +22.5% | +18.3% |
| 1Y | +52.5% | +10.9% | +41.6% | +37.7% |
| 3Y | +173.8% | +8.4% | +165.4% | +141.1% |
| 5Y | +104.5% | +18.0% | +86.6% | +68.3% |
| 10Y | +129.7% | +30.3% | +99.4% | +63.7% |
| All | +392.2% | +125.9% | +266.4% | +89.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 all: compounded portfolio wealth divided by compounded EIX 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…
all analysis · Full analysis span regression · 6 months rolling