+113.0%
DAL vs XME
+112.8%
+0.2%
-47.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | -2.0% | -3.2% | -4.1% |
| 7D | +1.4% | +5.3% | -3.9% | -1.5% |
| 30D | +9.1% | -8.2% | +17.3% | +14.2% |
| 3M | -3.5% | -18.4% | +14.9% | +7.5% |
| 6M | +23.4% | -22.8% | +46.2% | +40.4% |
| YTD | +26.0% | -7.9% | +33.9% | +26.5% |
| 1Y | +44.6% | -0.9% | +45.5% | +38.3% |
| 3Y | +162.7% | +96.0% | +66.8% | +60.5% |
| 5Y | +113.0% | +110.3% | +2.7% | +22.1% |
| All | +113.0% | +112.8% | +0.2% | +22.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 5y: compounded portfolio wealth divided by compounded XME 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…
5y analysis · Full analysis span regression · 6 months rolling