+273.8%
RTX vs DAL
+136.2%
+137.6%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +5.3% | -1.7% | +1.9% |
| 7D | -3.2% | +10.0% | -13.2% | -6.2% |
| 30D | +5.6% | +12.0% | -6.5% | +1.5% |
| 3M | -11.7% | +0.8% | -12.5% | -12.4% |
| 6M | +12.3% | +26.2% | -13.9% | +3.0% |
| YTD | +8.2% | +33.7% | -25.5% | -3.7% |
| 1Y | +12.6% | +57.6% | -45.0% | -5.5% |
| 3Y | +152.8% | +183.5% | -30.6% | +58.2% |
| 5Y | +140.2% | +114.2% | +26.0% | +59.1% |
| 10Y | +273.8% | +128.1% | +145.6% | +121.0% |
| All | +273.8% | +136.2% | +137.6% | +121.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling