+423.5%
LIN vs DAL
+122.2%
+301.3%
-32.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.3% | +3.7% | +0.3% |
| 7D | +3.6% | +4.6% | -1.0% | +2.5% |
| 30D | +6.4% | +2.3% | +4.1% | +5.6% |
| 3M | +6.5% | -8.1% | +14.6% | +8.2% |
| 6M | +4.9% | +21.4% | -16.6% | -0.5% |
| YTD | +23.4% | +24.3% | -0.9% | +15.5% |
| 1Y | +26.3% | +47.4% | -21.1% | +13.2% |
| 3Y | +38.0% | +164.6% | -126.6% | +1.6% |
| 5Y | +68.0% | +100.2% | -32.2% | +29.2% |
| All | +423.5% | +122.2% | +301.3% | +285.8% |
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