+5,083.9%
LITE vs DAL
+98.5%
+4,985.4%
-66.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.0% | +1.8% | +2.2% | +3.3% |
| 7D | -1.5% | +0.1% | -1.7% | -1.6% |
| 30D | +6.7% | -13.9% | +20.6% | +12.7% |
| 3M | -6.8% | +1.1% | -7.8% | -7.6% |
| 6M | +29.4% | +26.2% | +3.2% | +17.3% |
| YTD | +139.1% | +16.4% | +122.7% | +121.3% |
| 1Y | +521.0% | +33.9% | +487.1% | +446.0% |
| 3Y | +1,535.3% | +93.4% | +1,441.9% | +1,139.8% |
| 5Y | +889.8% | +106.4% | +783.5% | +616.1% |
| 10Y | +2,400.7% | +143.0% | +2,257.8% | +1,608.4% |
| All | +5,083.9% | +98.5% | +4,985.4% | +3,509.7% |
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