+281.6%
RCL vs DAL
+114.7%
+166.9%
-65.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +5.3% | -2.3% | -1.0% |
| 7D | +5.0% | +10.0% | -5.1% | -2.4% |
| 30D | +19.4% | +12.0% | +7.4% | +9.4% |
| 3M | +5.9% | +0.8% | +5.1% | +4.8% |
| 6M | +23.8% | +26.2% | -2.4% | +2.9% |
| YTD | +22.8% | +33.7% | -10.9% | -2.9% |
| 1Y | +34.3% | +57.6% | -23.3% | -6.7% |
| 3Y | +276.4% | +183.5% | +93.0% | +34.9% |
| 5Y | +281.6% | +114.2% | +167.4% | +82.9% |
| All | +281.6% | +114.7% | +166.9% | +82.9% |
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