+125.0%
XBI vs DAL
+108.8%
+16.3%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -5.2% | +2.0% | -1.8% |
| 7D | +1.9% | +1.4% | +0.5% | +1.5% |
| 30D | +3.0% | +9.1% | -6.1% | +0.4% |
| 3M | -5.1% | -3.5% | -1.7% | -4.4% |
| 6M | +12.2% | +23.4% | -11.2% | +5.2% |
| YTD | +24.1% | +26.0% | -1.9% | +14.9% |
| 1Y | +33.1% | +44.6% | -11.6% | +18.4% |
| 3Y | +127.3% | +162.7% | -35.4% | +64.1% |
| 5Y | +20.2% | +113.0% | -92.7% | -10.0% |
| All | +125.0% | +108.8% | +16.3% | +72.1% |
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