+70.0%
UBER vs DAL
+72.2%
-2.2%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.0% | +1.9% | +1.3% |
| 7D | +1.2% | +2.3% | -1.2% | +0.1% |
| 30D | -1.1% | +14.3% | -15.5% | -7.0% |
| 3M | -10.0% | +1.3% | -11.3% | -10.9% |
| 6M | -7.2% | +29.3% | -36.5% | -18.5% |
| YTD | -13.5% | +33.0% | -46.5% | -26.0% |
| 1Y | -24.5% | +59.8% | -84.3% | -41.0% |
| 3Y | +37.0% | +177.2% | -140.2% | -24.6% |
| 5Y | +63.3% | +118.4% | -55.0% | -0.5% |
| All | +70.0% | +72.2% | -2.2% | +20.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling