-41.6%
ORCL vs DAL
+44.4%
-86.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.3% | -1.0% | -1.3% |
| 7D | +8.0% | -1.1% | +9.1% | +8.1% |
| 30D | -4.0% | +12.8% | -16.8% | -7.0% |
| 3M | -19.5% | -5.3% | -14.2% | -18.9% |
| 6M | -33.5% | +22.4% | -55.8% | -36.7% |
| YTD | -34.8% | +25.6% | -60.4% | -38.5% |
| 1Y | -41.6% | +45.5% | -87.1% | -45.9% |
| All | -41.6% | +44.4% | -86.0% | -45.9% |
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