+98.5%
DAL vs XEL
+48.4%
+50.1%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.8% | +2.6% | +1.9% |
| 7D | +0.1% | -1.0% | +1.1% | +0.2% |
| 30D | -13.9% | -1.9% | -12.0% | -13.8% |
| 3M | +1.1% | -1.9% | +3.0% | +1.3% |
| 6M | +26.2% | -7.4% | +33.7% | +26.9% |
| YTD | +16.4% | +4.1% | +12.4% | +15.9% |
| 1Y | +33.9% | +8.0% | +25.8% | +32.2% |
| All | +98.5% | +48.4% | +50.1% | +88.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling