+636.5%
RTX vs DAL
+329.9%
+306.6%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +1.8% | -2.5% | -1.1% |
| 7D | -5.2% | +0.1% | -5.3% | -5.2% |
| 30D | -9.4% | -13.9% | +4.5% | -6.3% |
| 3M | +12.3% | +1.1% | +11.2% | +11.6% |
| 6M | -3.1% | +26.2% | -29.4% | -8.9% |
| YTD | +10.7% | +16.4% | -5.8% | +5.5% |
| 1Y | +28.4% | +33.9% | -5.4% | +17.9% |
| 3Y | +147.1% | +93.4% | +53.7% | +99.5% |
| 5Y | +167.2% | +106.4% | +60.9% | +106.1% |
| 10Y | +274.7% | +143.0% | +131.8% | +169.4% |
| All | +636.5% | +329.9% | +306.6% | +271.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling