+944.1%
LIN vs DAL
+329.9%
+614.2%
-51.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.8% | -2.8% | -1.3% |
| 7D | -2.1% | +0.1% | -2.2% | -2.2% |
| 30D | -2.4% | -13.9% | +11.5% | +0.3% |
| 3M | -5.6% | +1.1% | -6.7% | -6.0% |
| 6M | -3.4% | +26.2% | -29.6% | -8.2% |
| YTD | +13.1% | +16.4% | -3.3% | +8.7% |
| 1Y | +2.5% | +33.9% | -31.4% | -4.6% |
| 3Y | +27.6% | +93.4% | -65.8% | +7.5% |
| 5Y | +63.0% | +106.4% | -43.3% | +32.9% |
| 10Y | +359.3% | +143.0% | +216.3% | +243.9% |
| All | +944.1% | +329.9% | +614.2% | +474.7% |
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