+3,537.8%
ORLY vs DAL
+329.9%
+3,207.9%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +1.8% | -1.2% | +0.3% |
| 7D | -0.7% | +0.1% | -0.8% | -0.7% |
| 30D | -5.9% | -13.9% | +8.0% | -3.5% |
| 3M | -0.6% | +1.1% | -1.7% | -1.0% |
| 6M | -6.8% | +26.2% | -33.0% | -11.0% |
| YTD | -3.6% | +16.4% | -20.1% | -7.2% |
| 1Y | -16.3% | +33.9% | -50.2% | -21.7% |
| 3Y | +39.1% | +93.4% | -54.2% | +17.7% |
| 5Y | +125.4% | +106.4% | +19.1% | +83.2% |
| 10Y | +366.5% | +143.0% | +223.6% | +242.9% |
| All | +3,537.8% | +329.9% | +3,207.9% | +1,763.4% |
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