+122.8%
DAL vs O
+69.5%
+53.3%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.8% | +2.9% | +2.6% |
| 7D | +8.8% | +3.7% | +5.1% | +6.5% |
| 30D | +5.4% | +11.2% | -5.8% | -1.1% |
| 3M | -4.9% | -4.0% | -0.9% | -2.7% |
| 6M | +19.8% | -5.2% | +25.1% | +23.2% |
| YTD | +27.0% | +9.5% | +17.5% | +18.8% |
| 1Y | +52.5% | +10.6% | +41.9% | +41.6% |
| 3Y | +173.8% | +38.1% | +135.7% | +115.9% |
| 5Y | +104.5% | +10.2% | +94.3% | +85.6% |
| All | +122.8% | +69.5% | +53.3% | +75.0% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling