+41.1%
LLY vs DAL
+50.2%
-9.1%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -5.2% | +4.5% | -0.2% |
| 7D | +4.6% | +1.4% | +3.2% | +4.5% |
| 30D | +22.4% | +9.1% | +13.3% | +21.5% |
| 3M | +17.1% | -3.5% | +20.6% | +17.1% |
| 6M | +44.6% | +23.4% | +21.3% | +41.8% |
| YTD | +33.5% | +26.0% | +7.4% | +29.9% |
| 1Y | +41.1% | +44.6% | -3.5% | +33.6% |
| All | +41.1% | +50.2% | -9.1% | +33.6% |
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