-3.5%
OXY vs DAL
+168.1%
-171.6%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +2.2% | -2.1% | 0.0% |
| 7D | -11.9% | +8.8% | -20.7% | -12.2% |
| 30D | -3.1% | +5.4% | -8.5% | -3.3% |
| 3M | +1.1% | -4.9% | +6.0% | +1.5% |
| 6M | +3.2% | +19.8% | -16.6% | +1.2% |
| YTD | +39.0% | +27.0% | +12.0% | +34.2% |
| 1Y | +42.7% | +52.5% | -9.8% | +32.2% |
| 3Y | -3.5% | +173.8% | -177.4% | -25.4% |
| All | -3.5% | +168.1% | -171.6% | -25.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling