+144.2%
RTX vs DAL
+168.1%
-23.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.4% | -1.4% |
| 7D | -5.1% | +8.8% | -13.9% | -6.0% |
| 30D | +5.1% | +5.4% | -0.3% | +4.5% |
| 3M | -14.8% | -4.9% | -9.9% | -14.5% |
| 6M | +8.0% | +19.8% | -11.8% | +5.7% |
| YTD | +4.5% | +27.0% | -22.5% | +1.4% |
| 1Y | +9.8% | +52.5% | -42.6% | +4.6% |
| 3Y | +144.2% | +173.8% | -29.7% | +111.5% |
| All | +144.2% | +168.1% | -23.9% | +111.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling