+498.4%
KO vs DAL
+329.9%
+168.5%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.8% | -2.6% | -1.0% |
| 7D | -1.8% | +0.1% | -1.9% | -1.8% |
| 30D | +1.4% | -13.9% | +15.4% | +3.1% |
| 3M | +15.4% | +1.1% | +14.3% | +15.0% |
| 6M | +14.3% | +26.2% | -12.0% | +10.8% |
| YTD | +27.7% | +16.4% | +11.2% | +24.7% |
| 1Y | +32.7% | +33.9% | -1.2% | +27.2% |
| 3Y | +62.2% | +93.4% | -31.2% | +45.6% |
| 5Y | +80.0% | +106.4% | -26.4% | +57.4% |
| 10Y | +175.6% | +143.0% | +32.7% | +127.7% |
| All | +498.4% | +329.9% | +168.5% | +305.6% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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