+85.0%
UBER vs DAL
+106.7%
-21.7%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -1.1% |
| 7D | -3.9% | +0.1% | -4.0% | -3.9% |
| 30D | +11.1% | -13.9% | +25.0% | +18.8% |
| 3M | +4.9% | +1.1% | +3.8% | +3.5% |
| 6M | -1.2% | +26.2% | -27.4% | -13.2% |
| YTD | -7.3% | +16.4% | -23.7% | -16.2% |
| 1Y | -17.6% | +33.9% | -51.5% | -31.6% |
| 3Y | +61.1% | +93.4% | -32.3% | -3.1% |
| All | +85.0% | +106.7% | -21.7% | -0.1% |
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