+121.4%
DAL vs RRC
+72.2%
+49.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.3% | -2.2% | -1.2% |
| 7D | +2.3% | -0.5% | +2.8% | +2.4% |
| 30D | +14.3% | +25.2% | -10.9% | +9.7% |
| 3M | +1.3% | +27.8% | -26.5% | -3.3% |
| 6M | +29.3% | +27.2% | +2.1% | +22.9% |
| YTD | +33.0% | +48.2% | -15.2% | +22.2% |
| 1Y | +59.8% | +34.7% | +25.1% | +49.3% |
| 3Y | +177.2% | +62.2% | +115.0% | +147.1% |
| 5Y | +118.4% | +130.9% | -12.6% | +76.4% |
| 10Y | +121.4% | +73.4% | +48.0% | +41.8% |
| All | +121.4% | +72.2% | +49.2% | +41.8% |
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