+351.3%
DAL vs EXPE
+839.4%
-488.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -1.7% | +3.5% | +2.6% |
| 7D | +0.1% | -9.5% | +9.7% | +4.8% |
| 30D | -13.9% | -6.6% | -7.3% | -11.5% |
| 3M | +1.1% | +31.4% | -30.3% | -11.9% |
| 6M | +26.2% | +35.2% | -8.9% | +6.9% |
| YTD | +16.4% | +5.8% | +10.6% | +9.0% |
| 1Y | +33.9% | +38.7% | -4.8% | +8.8% |
| 3Y | +93.4% | +175.8% | -82.4% | +9.5% |
| 5Y | +106.4% | +111.8% | -5.5% | +27.6% |
| 10Y | +143.0% | +179.7% | -36.7% | +23.7% |
| All | +351.3% | +839.4% | -488.1% | +6.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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