+381.8%
DAL vs O
+481.9%
-100.1%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.3% | +0.5% | -4.8% | -4.6% |
| 7D | +4.6% | +4.5% | 0.0% | +1.8% |
| 30D | +2.3% | +10.2% | -7.9% | -3.8% |
| 3M | -8.1% | -3.8% | -4.3% | -5.9% |
| 6M | +21.4% | -3.8% | +25.3% | +23.8% |
| YTD | +24.3% | +10.3% | +14.0% | +15.5% |
| 1Y | +47.4% | +11.9% | +35.5% | +35.6% |
| 3Y | +164.6% | +38.1% | +126.5% | +108.0% |
| 5Y | +100.2% | +11.1% | +89.1% | +80.1% |
| 10Y | +124.9% | +72.7% | +52.1% | +44.7% |
| All | +381.8% | +481.9% | -100.1% | +15.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling