+3,647.5%
ORLY vs DAL
+391.1%
+3,256.4%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.0% | +2.2% | +1.4% |
| 7D | -1.9% | +2.3% | -4.3% | -2.4% |
| 30D | +4.5% | +14.3% | -9.8% | +2.0% |
| 3M | -2.2% | +1.3% | -3.5% | -2.6% |
| 6M | -0.9% | +29.3% | -30.2% | -5.7% |
| YTD | -0.7% | +33.0% | -33.7% | -6.7% |
| 1Y | -8.7% | +59.8% | -68.6% | -17.1% |
| 3Y | +37.7% | +177.2% | -139.5% | +9.1% |
| 5Y | +110.5% | +118.4% | -7.8% | +69.8% |
| 10Y | +416.8% | +121.4% | +295.4% | +287.5% |
| All | +3,647.5% | +391.1% | +3,256.4% | +1,773.0% |
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 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