+476.2%
STX vs DAL
+110.1%
+366.0%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.3% | -2.7% | -3.0% |
| 7D | +14.6% | -1.1% | +15.7% | +15.1% |
| 30D | -26.0% | +12.8% | -38.8% | -29.4% |
| 3M | -42.6% | -5.3% | -37.3% | -41.6% |
| 6M | -35.3% | +22.4% | -57.6% | -40.8% |
| YTD | +92.5% | +25.6% | +66.9% | +73.2% |
| 1Y | +102.4% | +45.5% | +56.9% | +72.4% |
| 3Y | +673.8% | +161.0% | +512.9% | +394.9% |
| All | +476.2% | +110.1% | +366.0% | +278.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling