+23.2%
XBI vs DAL
+102.5%
-79.3%
-53.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.5% | +0.4% | -0.6% |
| 7D | -0.9% | +3.4% | -4.3% | -2.0% |
| 30D | +2.9% | -13.6% | +16.5% | +7.9% |
| 3M | +26.2% | +1.2% | +25.0% | +25.0% |
| 6M | +30.7% | +34.5% | -3.8% | +17.3% |
| YTD | +32.9% | +14.7% | +18.3% | +25.0% |
| 1Y | +72.3% | +29.2% | +43.0% | +54.6% |
| 3Y | +107.2% | +100.0% | +7.2% | +47.8% |
| 5Y | +23.2% | +106.3% | -83.1% | -17.6% |
| All | +23.2% | +102.5% | -79.3% | -17.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling