+800.9%
SBUX vs DAL
+329.9%
+471.0%
-77.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.8% | -3.1% | -1.7% |
| 7D | -3.1% | +0.1% | -3.3% | -3.2% |
| 30D | -0.9% | -13.9% | +13.0% | +2.9% |
| 3M | +11.6% | +1.1% | +10.5% | +10.9% |
| 6M | +8.8% | +26.2% | -17.5% | +1.5% |
| YTD | +26.3% | +16.4% | +9.9% | +20.0% |
| 1Y | +23.1% | +33.9% | -10.7% | +12.4% |
| 3Y | +15.0% | +93.4% | -78.4% | -7.4% |
| 5Y | +0.4% | +106.4% | -106.0% | -22.2% |
| 10Y | +130.7% | +143.0% | -12.3% | +59.8% |
| All | +800.9% | +329.9% | +471.0% | +308.5% |
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