+0.8%
SCHW vs DAL
+57.1%
-56.4%
-22.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.6% | +7.2% | -2.6% | +3.4% |
| 7D | +5.2% | +11.1% | -5.9% | +3.5% |
| 30D | -4.7% | +7.7% | -12.4% | -5.9% |
| 3M | -11.9% | -3.5% | -8.4% | -11.7% |
| 6M | +2.7% | +31.3% | -28.6% | -3.6% |
| YTD | -5.6% | +30.0% | -35.6% | -10.8% |
| 1Y | +0.8% | +62.1% | -61.3% | -10.6% |
| All | +0.8% | +57.1% | -56.4% | -10.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling