-53.4%
ORCL vs DAL
+53.2%
-106.6%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.3% | -2.6% | -6.0% |
| 7D | -17.5% | +4.6% | -22.0% | -18.3% |
| 30D | -20.2% | +2.3% | -22.5% | -20.6% |
| 3M | -19.9% | -8.1% | -11.9% | -18.9% |
| 6M | -37.4% | +21.4% | -58.8% | -40.1% |
| YTD | -40.1% | +24.3% | -64.4% | -43.2% |
| 1Y | -53.4% | +47.4% | -100.8% | -56.0% |
| All | -53.4% | +53.2% | -106.6% | -56.0% |
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 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