+91.8%
OXY vs DAL
+395.8%
-304.0%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +2.0% |
| 7D | -5.8% | +10.7% | -16.6% | -8.1% |
| 30D | -5.3% | +12.5% | -17.9% | -8.2% |
| 3M | -2.5% | +3.6% | -6.2% | -4.0% |
| 6M | +8.3% | +26.7% | -18.4% | +0.9% |
| YTD | +40.3% | +34.3% | +6.0% | +27.2% |
| 1Y | +38.8% | +59.1% | -20.3% | +20.6% |
| 3Y | -1.4% | +179.9% | -181.3% | -27.7% |
| 5Y | +92.2% | +119.1% | -26.9% | +44.8% |
| 10Y | +13.7% | +125.6% | -111.9% | -16.1% |
| All | +91.8% | +395.8% | -304.0% | +10.4% |
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 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