+2,810.8%
SOXX vs DAL
+329.9%
+2,480.9%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.7% | +3.0% |
| 7D | +2.2% | +0.1% | +2.1% | +2.2% |
| 30D | -2.0% | -13.9% | +11.9% | +2.0% |
| 3M | -13.7% | +1.1% | -14.8% | -14.0% |
| 6M | +52.4% | +26.2% | +26.1% | +42.8% |
| YTD | +72.8% | +16.4% | +56.4% | +65.0% |
| 1Y | +113.9% | +33.9% | +80.1% | +96.3% |
| 3Y | +210.7% | +93.4% | +117.4% | +154.0% |
| 5Y | +244.6% | +106.4% | +138.3% | +173.9% |
| 10Y | +1,468.0% | +143.0% | +1,325.1% | +1,030.2% |
| All | +2,810.8% | +329.9% | +2,480.9% | +1,378.6% |
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 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