+169.3%
RTX vs DAL
+106.7%
+62.6%
-32.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.0% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -9.4% | -13.9% | +4.5% | -7.2% |
| 3M | +12.3% | +1.1% | +11.2% | +11.8% |
| 6M | -3.1% | +26.2% | -29.4% | -7.1% |
| YTD | +10.7% | +16.4% | -5.8% | +7.1% |
| 1Y | +28.4% | +33.9% | -5.4% | +21.0% |
| 3Y | +147.1% | +93.4% | +53.7% | +108.9% |
| All | +169.3% | +106.7% | +62.6% | +116.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling