+809.0%
SBUX vs DAL
+368.9%
+440.1%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.3% |
| 7D | +1.7% | +8.8% | -7.1% | -0.5% |
| 30D | +12.6% | +5.4% | +7.2% | +11.0% |
| 3M | +0.8% | -4.9% | +5.7% | +1.9% |
| 6M | +0.2% | +19.8% | -19.7% | -5.1% |
| YTD | +27.4% | +27.0% | +0.5% | +18.2% |
| 1Y | +31.5% | +52.5% | -21.0% | +16.2% |
| 3Y | +9.3% | +173.8% | -164.6% | -19.4% |
| 5Y | +1.5% | +104.5% | -103.0% | -21.2% |
| 10Y | +147.9% | +129.7% | +18.2% | +73.5% |
| All | +809.0% | +368.9% | +440.1% | +302.5% |
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