+52.5%
SOXX vs DAL
+57.1%
-4.6%
-31.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +7.2% | -10.3% | -6.3% |
| 7D | -13.7% | +11.1% | -24.8% | -18.0% |
| 30D | -23.6% | +7.7% | -31.3% | -26.3% |
| 3M | -16.9% | -3.5% | -13.3% | -15.8% |
| 6M | -2.4% | +31.3% | -33.7% | -14.2% |
| YTD | +49.8% | +30.0% | +19.9% | +29.6% |
| 1Y | +52.5% | +62.1% | -9.6% | +17.0% |
| All | +52.5% | +57.1% | -4.6% | +17.0% |
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