+251.6%
ORCL vs DAL
+136.2%
+115.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +5.3% | -2.1% | +2.0% |
| 7D | +0.5% | +10.0% | -9.6% | -1.7% |
| 30D | -15.3% | +12.0% | -27.3% | -17.5% |
| 3M | -18.2% | +0.8% | -19.0% | -18.5% |
| 6M | -38.4% | +26.2% | -64.6% | -41.8% |
| YTD | -37.7% | +33.7% | -71.4% | -42.2% |
| 1Y | -49.3% | +57.6% | -106.8% | -54.7% |
| 3Y | +10.6% | +183.5% | -172.8% | -14.8% |
| 5Y | +35.5% | +114.2% | -78.7% | +7.8% |
| 10Y | +251.6% | +128.1% | +123.5% | +168.2% |
| All | +251.6% | +136.2% | +115.4% | +168.2% |
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 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