+33.6%
LMT vs DAL
+99.7%
-66.1%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.8% | -3.2% | -1.5% |
| 7D | -6.3% | +0.1% | -6.4% | -6.3% |
| 30D | -8.5% | -13.9% | +5.4% | -8.4% |
| 3M | +1.8% | +1.1% | +0.7% | +1.7% |
| 6M | -19.9% | +26.2% | -46.2% | -20.1% |
| YTD | +10.6% | +16.4% | -5.9% | +10.4% |
| 1Y | +17.9% | +33.9% | -15.9% | +17.6% |
| All | +33.6% | +99.7% | -66.1% | +33.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling