+121.4%
DAL vs XEL
+185.3%
-63.9%
-69.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.2% | -1.3% |
| 7D | +2.3% | +0.7% | +1.6% | +2.1% |
| 30D | +14.3% | +9.3% | +5.0% | +11.3% |
| 3M | +1.3% | +5.3% | -4.0% | -0.3% |
| 6M | +29.3% | +2.2% | +27.1% | +28.2% |
| YTD | +33.0% | +12.3% | +20.6% | +27.6% |
| 1Y | +59.8% | +3.0% | +56.8% | +57.5% |
| 3Y | +177.2% | +51.6% | +125.6% | +136.5% |
| 5Y | +118.4% | +50.0% | +68.4% | +84.3% |
| 10Y | +121.4% | +183.8% | -62.4% | +82.6% |
| All | +121.4% | +185.3% | -63.9% | +82.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling