+7,699.2%
STX vs DAL
+329.9%
+7,369.3%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +1.8% | +4.5% | +5.9% |
| 7D | +2.4% | +0.1% | +2.2% | +2.3% |
| 30D | +1.4% | -13.9% | +15.3% | +5.4% |
| 3M | -8.2% | +1.1% | -9.3% | -8.9% |
| 6M | +127.0% | +26.2% | +100.8% | +112.8% |
| YTD | +209.1% | +16.4% | +192.7% | +195.1% |
| 1Y | +365.4% | +33.9% | +331.6% | +327.6% |
| 3Y | +1,135.4% | +93.4% | +1,042.0% | +908.0% |
| 5Y | +991.5% | +106.4% | +885.2% | +760.2% |
| 10Y | +3,695.8% | +143.0% | +3,552.9% | +2,600.8% |
| All | +7,699.2% | +329.9% | +7,369.3% | +4,032.0% |
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