+596.2%
STX vs DAL
+162.4%
+433.8%
-57.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -16.3% | -4.3% | -11.9% | -14.7% |
| 7D | -33.4% | +4.6% | -38.0% | -34.5% |
| 30D | -42.1% | +2.3% | -44.4% | -42.6% |
| 3M | -44.3% | -8.1% | -36.2% | -42.7% |
| 6M | -39.4% | +21.4% | -60.8% | -44.2% |
| YTD | +70.0% | +24.3% | +45.6% | +54.2% |
| 1Y | +70.2% | +47.4% | +22.8% | +45.6% |
| All | +596.2% | +162.4% | +433.8% | +353.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling