+133.1%
XBI vs DAL
+183.7%
-50.6%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | +0.1% | +10.7% | -10.7% | -2.7% |
| 30D | +0.8% | +12.5% | -11.7% | -2.5% |
| 3M | -1.9% | +3.6% | -5.5% | -3.1% |
| 6M | +15.2% | +26.7% | -11.5% | +7.2% |
| YTD | +27.3% | +34.3% | -7.0% | +15.9% |
| 1Y | +41.5% | +59.1% | -17.7% | +22.9% |
| 3Y | +133.1% | +179.9% | -46.8% | +43.1% |
| All | +133.1% | +183.7% | -50.6% | +43.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling