+54.4%
XOM vs DAL
+99.7%
-45.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.8% | -3.5% | -1.7% |
| 7D | +1.8% | +0.1% | +1.6% | +1.8% |
| 30D | +5.9% | -13.9% | +19.8% | +5.9% |
| 3M | +5.6% | +1.1% | +4.5% | +5.3% |
| 6M | +7.9% | +26.2% | -18.4% | +6.3% |
| YTD | +35.2% | +16.4% | +18.7% | +33.8% |
| 1Y | +46.0% | +33.9% | +12.1% | +42.4% |
| All | +54.4% | +99.7% | -45.3% | +33.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling