+1,103.8%
LITE vs DAL
+162.4%
+941.4%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -18.7% | -4.3% | -14.3% | -16.4% |
| 7D | -44.6% | +4.6% | -49.1% | -46.1% |
| 30D | -55.0% | +2.3% | -57.3% | -55.7% |
| 3M | -38.3% | -8.1% | -30.2% | -35.8% |
| 6M | -48.8% | +21.4% | -70.2% | -55.2% |
| YTD | +38.3% | +24.3% | +14.0% | +17.2% |
| 1Y | +119.0% | +47.4% | +71.6% | +67.0% |
| All | +1,103.8% | +162.4% | +941.4% | +323.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling