+267.0%
RTX vs DAL
+127.0%
+140.1%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.9% |
| 7D | -5.1% | +8.8% | -13.9% | -7.8% |
| 30D | +5.1% | +5.4% | -0.3% | +3.0% |
| 3M | -14.8% | -4.9% | -9.9% | -14.0% |
| 6M | +8.0% | +19.8% | -11.8% | +0.7% |
| YTD | +4.5% | +27.0% | -22.5% | -5.6% |
| 1Y | +9.8% | +52.5% | -42.6% | -6.8% |
| 3Y | +144.2% | +173.8% | -29.7% | +54.1% |
| 5Y | +131.4% | +104.5% | +26.9% | +55.4% |
| All | +267.0% | +127.0% | +140.1% | +120.7% |
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