+1,967.8%
STX vs DAL
+128.3%
+1,839.5%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.4% | -1.3% | -1.0% |
| 7D | -17.3% | +10.7% | -28.0% | -20.0% |
| 30D | -35.9% | +12.5% | -48.5% | -38.4% |
| 3M | -37.3% | +3.6% | -41.0% | -38.2% |
| 6M | -35.8% | +26.7% | -62.5% | -41.3% |
| YTD | +82.7% | +34.3% | +48.5% | +63.6% |
| 1Y | +71.6% | +59.1% | +12.5% | +45.3% |
| 3Y | +635.3% | +179.9% | +455.4% | +399.3% |
| 5Y | +483.8% | +119.1% | +364.6% | +315.6% |
| 10Y | +1,967.8% | +125.6% | +1,842.1% | +1,285.1% |
| All | +1,967.8% | +128.3% | +1,839.5% | +1,285.1% |
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