+75.9%
UBER vs DAL
+48.5%
+27.5%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.8% |
| 7D | -2.8% | +3.4% | -6.2% | -4.2% |
| 30D | -2.5% | -13.6% | +11.0% | +3.7% |
| 3M | +4.4% | +1.2% | +3.2% | +3.0% |
| 6M | -2.7% | +34.5% | -37.2% | -16.2% |
| YTD | -10.5% | +14.7% | -25.2% | -18.0% |
| 1Y | -22.5% | +29.2% | -51.7% | -33.6% |
| 3Y | +54.8% | +100.0% | -45.2% | -0.2% |
| 5Y | +82.5% | +106.3% | -23.8% | +14.4% |
| All | +75.9% | +48.5% | +27.5% | +33.4% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling