+264.7%
XOM vs DAL
+97.5%
+167.3%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.3% | +0.7% |
| 7D | +1.9% | -0.6% | +2.5% | +1.9% |
| 30D | +4.1% | -13.5% | +17.5% | +5.0% |
| 3M | +10.4% | +2.6% | +7.8% | +9.8% |
| 6M | +13.0% | +32.7% | -19.7% | +9.0% |
| YTD | +40.1% | +13.6% | +26.4% | +37.1% |
| 1Y | +51.1% | +28.8% | +22.3% | +45.3% |
| 3Y | +57.7% | +98.2% | -40.4% | +38.9% |
| 5Y | +264.7% | +105.9% | +158.8% | +212.9% |
| All | +264.7% | +97.5% | +167.3% | +212.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling