+25.9%
LMT vs DAL
+57.1%
-31.3%
-26.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | +7.2% | -14.0% | -6.4% |
| 7D | -5.5% | +11.1% | -16.6% | -5.0% |
| 30D | +17.5% | +7.7% | +9.7% | +18.0% |
| 3M | +1.6% | -3.5% | +5.1% | +1.8% |
| 6M | +16.3% | +31.3% | -15.0% | +17.7% |
| YTD | +25.3% | +30.0% | -4.7% | +27.1% |
| 1Y | +25.9% | +62.1% | -36.2% | +33.2% |
| All | +25.9% | +57.1% | -31.3% | +33.2% |
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