+722.3%
ORCL vs DAL
+379.9%
+342.4%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +7.2% | -9.1% | -3.3% |
| 7D | -14.4% | +11.1% | -25.5% | -16.2% |
| 30D | -12.8% | +7.7% | -20.6% | -14.2% |
| 3M | -14.8% | -3.5% | -11.3% | -14.4% |
| 6M | -30.9% | +31.3% | -62.2% | -34.7% |
| YTD | -35.7% | +30.0% | -65.6% | -39.4% |
| 1Y | -49.5% | +62.1% | -111.6% | -54.4% |
| 3Y | +18.6% | +176.6% | -158.0% | -5.0% |
| 5Y | +38.4% | +126.2% | -87.7% | +12.7% |
| 10Y | +275.2% | +135.1% | +140.1% | +184.3% |
| All | +722.3% | +379.9% | +342.4% | +339.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling