+268.6%
RTX vs DAL
+128.3%
+140.4%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.4% | +1.6% | +1.9% |
| 7D | -1.7% | +10.7% | -12.5% | -5.0% |
| 30D | +7.7% | +12.5% | -4.8% | +3.4% |
| 3M | -10.3% | +3.6% | -14.0% | -11.8% |
| 6M | +14.6% | +26.7% | -12.1% | +4.9% |
| YTD | +10.4% | +34.3% | -23.9% | -1.9% |
| 1Y | +13.5% | +59.1% | -45.6% | -4.9% |
| 3Y | +158.6% | +179.9% | -21.3% | +62.7% |
| 5Y | +147.3% | +119.1% | +28.1% | +62.3% |
| 10Y | +268.6% | +125.6% | +143.0% | +120.1% |
| All | +268.6% | +128.3% | +140.4% | +120.1% |
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