+29.8%
ORCL vs DAL
+103.7%
-73.9%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.9% | -4.3% | -2.6% | -5.8% |
| 7D | -17.5% | +4.6% | -22.0% | -18.6% |
| 30D | -20.2% | +2.3% | -22.5% | -20.8% |
| 3M | -19.9% | -8.1% | -11.9% | -18.4% |
| 6M | -37.4% | +21.4% | -58.8% | -41.0% |
| YTD | -40.1% | +24.3% | -64.4% | -44.3% |
| 1Y | -53.4% | +47.4% | -100.8% | -58.6% |
| 3Y | +10.4% | +164.6% | -154.2% | -19.2% |
| 5Y | +29.8% | +100.2% | -70.5% | -1.6% |
| All | +29.8% | +103.7% | -73.9% | -1.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling