+267.4%
RTX vs DAL
+108.0%
+159.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.3% | +0.5% | +0.2% |
| 7D | +4.8% | -1.1% | +5.9% | +5.1% |
| 30D | +6.5% | +12.8% | -6.3% | +2.2% |
| 3M | -9.6% | -5.3% | -4.4% | -8.6% |
| 6M | +12.3% | +22.4% | -10.0% | +4.0% |
| YTD | +9.5% | +25.6% | -16.2% | -0.7% |
| 1Y | +15.8% | +45.5% | -29.7% | -0.2% |
| 3Y | +157.0% | +161.0% | -4.0% | +65.2% |
| 5Y | +148.8% | +112.2% | +36.6% | +64.0% |
| All | +267.4% | +108.0% | +159.4% | +126.6% |
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 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