+178.1%
MCD vs DAL
+141.2%
+36.9%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.8% | -3.3% | -1.8% |
| 7D | -2.8% | +0.1% | -3.0% | -2.9% |
| 30D | -6.0% | -13.9% | +7.9% | -3.9% |
| 3M | -5.6% | +1.1% | -6.7% | -6.0% |
| 6M | -21.9% | +26.2% | -48.1% | -25.0% |
| YTD | -14.7% | +16.4% | -31.1% | -17.4% |
| 1Y | -17.3% | +33.9% | -51.1% | -21.9% |
| 3Y | -2.2% | +93.4% | -95.5% | -16.1% |
| 5Y | +20.3% | +106.4% | -86.1% | -1.0% |
| All | +178.1% | +141.2% | +36.9% | +107.4% |
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