+359.4%
ORLY vs DAL
+136.7%
+222.7%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.6% | 0.0% | -0.6% |
| 7D | -2.1% | -0.6% | -1.5% | -2.1% |
| 30D | -7.6% | -13.5% | +5.8% | -5.8% |
| 3M | -5.5% | +2.6% | -8.0% | -5.9% |
| 6M | -9.7% | +32.7% | -42.4% | -13.6% |
| YTD | -6.2% | +13.6% | -19.9% | -8.6% |
| 1Y | -18.6% | +28.8% | -47.5% | -22.4% |
| 3Y | +33.8% | +98.2% | -64.3% | +15.5% |
| 5Y | +116.5% | +105.9% | +10.6% | +80.5% |
| All | +359.4% | +136.7% | +222.7% | +265.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling