+417.5%
LIN vs DAL
+127.0%
+290.5%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +2.2% | -3.3% | -1.6% |
| 7D | +0.2% | +8.8% | -8.6% | -1.7% |
| 30D | +6.5% | +5.4% | +1.1% | +5.0% |
| 3M | +5.5% | -4.9% | +10.4% | +6.3% |
| 6M | +3.3% | +19.8% | -16.5% | -1.6% |
| YTD | +22.0% | +27.0% | -5.0% | +13.6% |
| 1Y | +25.7% | +52.5% | -26.7% | +11.8% |
| 3Y | +36.2% | +173.8% | -137.6% | -0.5% |
| 5Y | +66.1% | +104.5% | -38.5% | +27.1% |
| All | +417.5% | +127.0% | +290.5% | +279.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling