+951.4%
ORCL vs DAL
+329.9%
+621.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | +1.8% | +1.3% | +2.7% |
| 7D | +5.3% | +0.1% | +5.1% | +5.3% |
| 30D | +10.0% | -13.9% | +23.9% | +13.1% |
| 3M | -32.6% | +1.1% | -33.7% | -32.9% |
| 6M | +4.9% | +26.2% | -21.3% | -0.2% |
| YTD | -17.8% | +16.4% | -34.2% | -20.7% |
| 1Y | -28.0% | +33.9% | -61.8% | -32.6% |
| 3Y | +36.0% | +93.4% | -57.4% | +16.5% |
| 5Y | +88.7% | +106.4% | -17.6% | +56.4% |
| 10Y | +346.9% | +143.0% | +203.9% | +237.6% |
| All | +951.4% | +329.9% | +621.5% | +475.4% |
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 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