+3,689.7%
ORLY vs DAL
+365.4%
+3,324.3%
-45.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.2% | +6.3% | +2.0% |
| 7D | +0.1% | +1.4% | -1.3% | -0.2% |
| 30D | +6.4% | +9.1% | -2.7% | +4.7% |
| 3M | -0.5% | -3.5% | +3.0% | -0.2% |
| 6M | -0.3% | +23.4% | -23.7% | -4.5% |
| YTD | +0.4% | +26.0% | -25.7% | -4.8% |
| 1Y | -6.7% | +44.6% | -51.3% | -13.7% |
| 3Y | +39.3% | +162.7% | -123.5% | +11.3% |
| 5Y | +111.6% | +113.0% | -1.4% | +71.3% |
| 10Y | +422.6% | +109.8% | +312.8% | +295.3% |
| All | +3,689.7% | +365.4% | +3,324.3% | +1,810.9% |
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