+65.0%
UBER vs DAL
+64.4%
+0.6%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +2.2% | -2.4% | -1.2% |
| 7D | +5.1% | +8.8% | -3.7% | +1.2% |
| 30D | +0.2% | +5.4% | -5.2% | -2.3% |
| 3M | -2.7% | -4.9% | +2.3% | -1.0% |
| 6M | -13.4% | +19.8% | -33.2% | -21.3% |
| YTD | -16.1% | +27.0% | -43.0% | -26.7% |
| 1Y | -25.5% | +52.5% | -78.0% | -40.6% |
| 3Y | +42.5% | +173.8% | -131.4% | -21.4% |
| 5Y | +45.3% | +104.5% | -59.2% | -8.9% |
| All | +65.0% | +64.4% | +0.6% | +19.2% |
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