+392.2%
DAL vs XEL
+562.2%
-169.9%
-81.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.0% | +2.6% |
| 7D | +8.8% | -0.2% | +9.0% | +8.9% |
| 30D | +5.4% | +10.0% | -4.6% | +0.5% |
| 3M | -4.9% | +4.3% | -9.3% | -7.1% |
| 6M | +19.8% | +0.5% | +19.4% | +19.0% |
| YTD | +27.0% | +10.4% | +16.6% | +19.5% |
| 1Y | +52.5% | +2.0% | +50.5% | +49.1% |
| 3Y | +173.8% | +45.6% | +128.3% | +115.6% |
| 5Y | +104.5% | +46.6% | +57.9% | +55.8% |
| 10Y | +129.7% | +168.3% | -38.6% | +7.8% |
| All | +392.2% | +562.2% | -169.9% | -13.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling