+30.6%
ORCL vs DAL
+101.3%
-70.7%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +2.2% | -1.3% | +0.2% |
| 7D | -11.2% | +8.8% | -19.9% | -13.3% |
| 30D | -18.8% | +5.4% | -24.2% | -20.1% |
| 3M | -18.8% | -4.9% | -13.8% | -17.9% |
| 6M | -39.7% | +19.8% | -59.6% | -43.0% |
| YTD | -39.6% | +27.0% | -66.6% | -44.1% |
| 1Y | -51.7% | +52.5% | -104.2% | -57.6% |
| 3Y | +10.2% | +173.8% | -163.6% | -20.0% |
| All | +30.6% | +101.3% | -70.7% | -1.5% |
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