+790.3%
VLO vs DAL
+108.0%
+682.3%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.3% | +1.6% | +1.4% |
| 7D | +9.6% | -1.1% | +10.7% | +9.9% |
| 30D | -17.4% | +12.8% | -30.2% | -21.9% |
| 3M | +10.8% | -5.3% | +16.0% | +11.6% |
| 6M | +56.9% | +22.4% | +34.6% | +40.5% |
| YTD | +136.8% | +25.6% | +111.2% | +105.0% |
| 1Y | +120.7% | +45.5% | +75.2% | +78.6% |
| 3Y | +231.9% | +161.0% | +71.0% | +89.1% |
| 5Y | +479.0% | +112.2% | +366.8% | +239.1% |
| All | +790.3% | +108.0% | +682.3% | +403.9% |
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