+38.4%
LLY vs DAL
+24.8%
+13.6%
-12.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -4.3% | +0.6% | -3.5% |
| 7D | -0.7% | +4.6% | -5.2% | -0.7% |
| 30D | +17.9% | +2.3% | +15.6% | +17.6% |
| 3M | +16.8% | -8.1% | +24.9% | +16.0% |
| 6M | +38.4% | +21.4% | +17.0% | +38.3% |
| All | +38.4% | +24.8% | +13.6% | +38.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling