+443.6%
STX vs DAL
+101.3%
+342.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +2.2% | -3.3% | -2.0% |
| 7D | -28.5% | +8.8% | -37.3% | -30.8% |
| 30D | -42.9% | +5.4% | -48.3% | -44.1% |
| 3M | -45.9% | -4.9% | -41.0% | -45.1% |
| 6M | -41.3% | +19.8% | -61.1% | -45.9% |
| YTD | +67.9% | +27.0% | +40.9% | +50.6% |
| 1Y | +66.5% | +52.5% | +14.1% | +39.4% |
| 3Y | +588.0% | +173.8% | +414.1% | +333.3% |
| All | +443.6% | +101.3% | +342.3% | +257.4% |
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