+70.5%
XBI vs DAL
+31.5%
+39.1%
-10.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| 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% | +4.1% |
| 3M | +21.4% | -2.7% | +24.2% | +21.6% |
| 6M | +25.5% | +30.7% | -5.2% | +17.0% |
| YTD | +30.8% | +14.4% | +16.5% | +24.3% |
| All | +70.5% | +31.5% | +39.1% | +60.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling