+2.0%
OXY vs DAL
+128.9%
-126.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -1.5% | +2.5% | +1.6% |
| 7D | -0.5% | +3.4% | -3.9% | -1.8% |
| 30D | +8.5% | -13.6% | +22.0% | +14.3% |
| 3M | +6.0% | +1.2% | +4.8% | +3.7% |
| 6M | +13.0% | +34.5% | -21.5% | -3.9% |
| YTD | +48.9% | +14.7% | +34.2% | +33.6% |
| 1Y | +36.4% | +29.2% | +7.2% | +14.8% |
| 3Y | -2.3% | +100.0% | -102.3% | -38.7% |
| 5Y | +160.6% | +106.3% | +54.3% | +46.5% |
| 10Y | +2.0% | +126.4% | -124.4% | -46.0% |
| All | +2.0% | +128.9% | -126.9% | -46.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling