+39.4%
ORLY vs DAL
+99.7%
-60.3%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.6% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -5.9% | -13.9% | +8.0% | -5.7% |
| 3M | -0.6% | +1.1% | -1.7% | -0.6% |
| 6M | -6.8% | +26.2% | -33.0% | -7.0% |
| YTD | -3.6% | +16.4% | -20.1% | -3.9% |
| 1Y | -16.3% | +33.9% | -50.2% | -16.8% |
| All | +39.4% | +99.7% | -60.3% | +36.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling