+104.3%
DAL vs RRC
+73.1%
+31.2%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.7% | -1.1% | -0.5% |
| 7D | -1.1% | +6.4% | -7.5% | -2.1% |
| 30D | +12.8% | +23.9% | -11.0% | +8.5% |
| 3M | -5.3% | +30.2% | -35.5% | -9.8% |
| 6M | +22.4% | +26.3% | -3.9% | +16.5% |
| YTD | +25.6% | +48.1% | -22.5% | +15.5% |
| 1Y | +45.5% | +37.7% | +7.8% | +35.4% |
| 3Y | +161.0% | +60.3% | +100.7% | +133.2% |
| 5Y | +112.2% | +135.3% | -23.1% | +71.0% |
| All | +104.3% | +73.1% | +31.2% | +30.3% |
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