+13.7%
OXY vs DAL
+128.3%
-114.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.9% |
| 7D | -5.8% | +10.7% | -16.6% | -9.7% |
| 30D | -5.3% | +12.5% | -17.9% | -10.2% |
| 3M | -2.5% | +3.6% | -6.2% | -5.0% |
| 6M | +8.3% | +26.7% | -18.4% | -4.5% |
| YTD | +40.3% | +34.3% | +6.0% | +17.4% |
| 1Y | +38.8% | +59.1% | -20.3% | +7.2% |
| 3Y | -1.4% | +179.9% | -181.3% | -47.1% |
| 5Y | +92.2% | +119.1% | -26.9% | +7.4% |
| 10Y | +13.7% | +125.6% | -111.9% | -36.4% |
| All | +13.7% | +128.3% | -114.6% | -36.4% |
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 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