+101.4%
OXY vs DAL
+329.9%
-228.5%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -1.3% |
| 7D | +1.6% | +0.1% | +1.5% | +1.5% |
| 30D | +11.6% | -13.9% | +25.5% | +15.1% |
| 3M | +2.8% | +1.1% | +1.7% | +1.6% |
| 6M | +13.0% | +26.2% | -13.2% | +5.0% |
| YTD | +47.4% | +16.4% | +31.0% | +38.6% |
| 1Y | +31.5% | +33.9% | -2.4% | +19.0% |
| 3Y | -1.9% | +93.4% | -95.3% | -21.5% |
| 5Y | +148.0% | +106.4% | +41.6% | +89.7% |
| 10Y | +2.3% | +143.0% | -140.7% | -24.0% |
| All | +101.4% | +329.9% | -228.5% | +20.3% |
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