+33.9%
DAL vs XEL
+7.2%
+26.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.7% |
| 7D | +0.1% | -1.0% | +1.1% | +0.1% |
| 30D | -13.9% | -1.9% | -12.0% | -14.0% |
| 3M | +1.1% | -1.9% | +3.0% | +1.3% |
| 6M | +26.2% | -7.4% | +33.7% | +24.4% |
| YTD | +16.4% | +4.1% | +12.4% | +19.7% |
| 1Y | +33.9% | +8.0% | +25.8% | +37.9% |
| All | +33.9% | +7.2% | +26.6% | +37.9% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 XEL 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