+294.9%
SCHW vs DAL
+141.7%
+153.2%
-51.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +2.1% | -2.2% | -0.9% |
| 7D | -1.9% | -0.3% | -1.5% | -1.8% |
| 30D | -1.6% | -11.1% | +9.5% | +2.6% |
| 3M | +21.3% | -2.1% | +23.4% | +21.5% |
| 6M | +16.5% | +35.8% | -19.3% | +2.0% |
| YTD | +8.4% | +16.0% | -7.6% | +0.2% |
| 1Y | +15.6% | +33.7% | -18.0% | +0.6% |
| 3Y | +86.8% | +102.3% | -15.4% | +29.2% |
| 5Y | +60.5% | +110.3% | -49.8% | +5.6% |
| All | +294.9% | +141.7% | +153.2% | +130.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling