+29.2%
DAL vs XEL
+8.7%
+20.6%
-22.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2025-09-08 to 2026-09-08.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.5% | -3.0% | -1.4% |
| 7D | +3.4% | +1.3% | +2.1% | +3.5% |
| 30D | -13.6% | -1.5% | -12.0% | -13.6% |
| 3M | +1.2% | -0.2% | +1.4% | +1.5% |
| 6M | +34.5% | -5.4% | +39.9% | +33.1% |
| YTD | +14.7% | +5.6% | +9.0% | +18.0% |
| 1Y | +29.2% | +10.5% | +18.8% | +32.6% |
| All | +29.2% | +8.7% | +20.6% | +32.6% |
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 2025-09-08 to 2026-09-08: 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…
2025-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling