+145.3%
DAL vs RRC
+10.9%
+134.4%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.9% | +2.7% | +2.0% |
| 7D | +0.1% | +1.3% | -1.2% | -0.1% |
| 30D | -13.9% | +10.1% | -24.0% | -15.4% |
| 3M | +1.1% | +4.0% | -2.9% | 0.0% |
| 6M | +26.2% | +1.6% | +24.7% | +24.9% |
| YTD | +16.4% | +19.7% | -3.3% | +11.5% |
| 1Y | +33.9% | +21.4% | +12.4% | +27.2% |
| 3Y | +93.4% | +29.7% | +63.7% | +79.4% |
| 5Y | +106.4% | +153.9% | -47.5% | +64.0% |
| All | +145.3% | +10.9% | +134.4% | +75.1% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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