+164.0%
XBI vs DAL
+126.9%
+37.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.3% | -1.5% |
| 7D | -3.6% | +0.8% | -4.4% | -3.8% |
| 30D | +0.9% | -11.7% | +12.6% | +4.3% |
| 3M | +21.4% | -2.7% | +24.2% | +21.9% |
| 6M | +25.5% | +30.7% | -5.2% | +15.7% |
| YTD | +30.8% | +14.4% | +16.5% | +24.5% |
| 1Y | +68.6% | +31.2% | +37.4% | +53.6% |
| 3Y | +103.9% | +99.4% | +4.5% | +58.6% |
| 5Y | +20.8% | +98.6% | -77.8% | -8.2% |
| 10Y | +164.0% | +135.0% | +29.0% | +71.4% |
| All | +164.0% | +126.9% | +37.0% | +71.4% |
Cumulative growth
Daily Returns
Daily percentage return beside DAL.
Daily Out/Under-Performance
Portfolio return minus DAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DAL 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 DAL 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