+7.2%
QCOM vs DAL
+103.7%
-96.5%
-44.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | -4.3% | -5.1% | -7.6% |
| 7D | -15.5% | +4.6% | -20.0% | -16.9% |
| 30D | -13.4% | +2.3% | -15.7% | -14.2% |
| 3M | 0.0% | -8.1% | +8.1% | +3.7% |
| 6M | -15.2% | +21.4% | -36.6% | -22.6% |
| YTD | -6.9% | +24.3% | -31.2% | -16.7% |
| 1Y | -11.0% | +47.4% | -58.3% | -26.1% |
| 3Y | +39.8% | +164.6% | -124.9% | -17.8% |
| 5Y | +7.2% | +100.2% | -93.0% | -33.0% |
| All | +7.2% | +103.7% | -96.5% | -33.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling