+603.8%
RTX vs DAL
+359.0%
+244.8%
-52.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.3% | +1.0% | -2.3% |
| 7D | -3.8% | +4.6% | -8.3% | -4.9% |
| 30D | +4.7% | +2.3% | +2.4% | +3.9% |
| 3M | -13.4% | -8.1% | -5.3% | -12.1% |
| 6M | +11.8% | +21.4% | -9.6% | +6.1% |
| YTD | +5.8% | +24.3% | -18.6% | -1.0% |
| 1Y | +11.9% | +47.4% | -35.5% | +0.5% |
| 3Y | +146.3% | +164.6% | -18.4% | +84.3% |
| 5Y | +134.3% | +100.2% | +34.1% | +82.0% |
| 10Y | +277.9% | +124.9% | +153.0% | +174.0% |
| All | +603.8% | +359.0% | +244.8% | +248.6% |
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