+261.1%
RCL vs DAL
+101.3%
+159.8%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +2.2% | -0.8% | -0.3% |
| 7D | +6.5% | +8.8% | -2.3% | -0.1% |
| 30D | +15.9% | +5.4% | +10.5% | +11.2% |
| 3M | +2.7% | -4.9% | +7.6% | +6.2% |
| 6M | +15.2% | +19.8% | -4.6% | -0.3% |
| YTD | +19.2% | +27.0% | -7.8% | -1.9% |
| 1Y | +31.6% | +52.5% | -20.8% | -6.2% |
| 3Y | +274.2% | +173.8% | +100.3% | +37.1% |
| All | +261.1% | +101.3% | +159.8% | +79.6% |
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