+4.9%
ORCL vs DAL
+24.2%
-19.3%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.7% |
| 7D | +5.3% | +0.1% | +5.1% | +5.2% |
| 30D | +10.0% | -13.9% | +23.9% | +13.2% |
| 3M | -32.6% | +1.1% | -33.7% | -32.0% |
| 6M | +4.9% | +26.2% | -21.3% | -1.4% |
| All | +4.9% | +24.2% | -19.3% | -1.4% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling