+194.3%
LMT vs DAL
+108.8%
+85.6%
-36.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -5.2% | +4.2% | -0.4% |
| 7D | +4.8% | +1.4% | +3.5% | +4.7% |
| 30D | +19.9% | +9.1% | +10.8% | +18.5% |
| 3M | +0.2% | -3.5% | +3.7% | +0.4% |
| 6M | +17.4% | +23.4% | -5.9% | +14.0% |
| YTD | +27.2% | +26.0% | +1.1% | +22.5% |
| 1Y | +35.6% | +44.6% | -9.0% | +28.3% |
| 3Y | +47.1% | +162.7% | -115.6% | +24.3% |
| 5Y | +103.7% | +113.0% | -9.3% | +73.2% |
| All | +194.3% | +108.8% | +85.6% | +143.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling