+124.7%
LITE vs DAL
+52.2%
+72.5%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.7% | +2.2% | +3.5% | +5.0% |
| 7D | -35.9% | +8.8% | -44.7% | -37.5% |
| 30D | -51.5% | +5.4% | -56.9% | -52.1% |
| 3M | -35.7% | -4.9% | -30.8% | -34.5% |
| 6M | -43.0% | +19.8% | -62.8% | -46.0% |
| YTD | +46.1% | +27.0% | +19.1% | +28.1% |
| 1Y | +124.7% | +52.5% | +72.3% | +74.2% |
| All | +124.7% | +52.2% | +72.5% | +74.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling