+50.5%
XOM vs DAL
+30.9%
+19.6%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.3% | +0.4% |
| 7D | -2.4% | +3.4% | -5.7% | -1.6% |
| 30D | +5.7% | -13.6% | +19.2% | +2.4% |
| 3M | +6.6% | +1.2% | +5.3% | +7.0% |
| 6M | +7.7% | +34.5% | -26.8% | +11.7% |
| YTD | +36.2% | +14.7% | +21.5% | +40.3% |
| 1Y | +50.5% | +29.2% | +21.2% | +55.3% |
| All | +50.5% | +30.9% | +19.6% | +55.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling