+117.8%
ORLY vs DAL
+102.5%
+15.4%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.5% | -0.8% | -2.2% |
| 7D | -2.3% | +3.4% | -5.7% | -2.6% |
| 30D | -8.2% | -13.6% | +5.4% | -7.3% |
| 3M | -3.5% | +1.2% | -4.7% | -3.7% |
| 6M | -9.2% | +34.5% | -43.7% | -11.2% |
| YTD | -5.8% | +14.7% | -20.5% | -7.1% |
| 1Y | -19.3% | +29.2% | -48.5% | -21.2% |
| 3Y | +34.4% | +100.0% | -65.5% | +22.9% |
| 5Y | +117.8% | +106.3% | +11.5% | +92.2% |
| All | +117.8% | +102.5% | +15.4% | +92.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling