+72.9%
XOM vs DAL
+168.1%
-95.2%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +2.2% | -1.8% | +0.4% |
| 7D | -11.4% | +8.8% | -20.2% | -11.3% |
| 30D | +1.1% | +5.4% | -4.3% | +1.3% |
| 3M | +7.8% | -4.9% | +12.7% | +8.1% |
| 6M | +13.0% | +19.8% | -6.8% | +12.5% |
| YTD | +40.6% | +27.0% | +13.6% | +39.0% |
| 1Y | +49.1% | +52.5% | -3.4% | +44.5% |
| 3Y | +72.9% | +173.8% | -100.9% | +51.5% |
| All | +72.9% | +168.1% | -95.2% | +51.5% |
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