+1,507.2%
SOXX vs DAL
+136.7%
+1,370.5%
-45.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -0.6% | -2.1% | -2.5% |
| 7D | +3.0% | -0.6% | +3.7% | +3.3% |
| 30D | -3.1% | -13.5% | +10.3% | +2.3% |
| 3M | -4.4% | +2.6% | -7.0% | -5.4% |
| 6M | +52.9% | +32.7% | +20.2% | +36.9% |
| YTD | +72.0% | +13.6% | +58.4% | +62.3% |
| 1Y | +105.1% | +28.8% | +76.3% | +83.9% |
| 3Y | +220.6% | +98.2% | +122.5% | +136.2% |
| 5Y | +244.8% | +105.9% | +138.9% | +145.4% |
| All | +1,507.2% | +136.7% | +1,370.5% | +1,038.9% |
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