+102.9%
DAL vs EOG
+94.0%
+8.8%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +1.5% | +0.6% | +2.0% |
| 7D | +8.8% | -11.1% | +19.9% | +10.4% |
| 30D | +5.4% | +2.7% | +2.7% | +4.6% |
| 3M | -4.9% | +8.8% | -13.7% | -6.7% |
| 6M | +19.8% | +10.8% | +9.1% | +16.3% |
| YTD | +27.0% | +44.6% | -17.6% | +14.0% |
| 1Y | +52.5% | +44.6% | +7.9% | +36.6% |
| 3Y | +173.8% | +29.5% | +144.3% | +150.2% |
| All | +102.9% | +94.0% | +8.8% | +61.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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