+866.1%
XBI vs DAL
+329.9%
+536.2%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +1.8% | -2.1% | -0.8% |
| 7D | +0.9% | +0.1% | +0.8% | +0.8% |
| 30D | +7.1% | -13.9% | +21.0% | +10.7% |
| 3M | +22.9% | +1.1% | +21.8% | +22.2% |
| 6M | +29.7% | +26.2% | +3.5% | +22.4% |
| YTD | +34.5% | +16.4% | +18.1% | +28.8% |
| 1Y | +76.1% | +33.9% | +42.2% | +62.8% |
| 3Y | +103.2% | +93.4% | +9.8% | +68.4% |
| 5Y | +22.8% | +106.4% | -83.5% | -1.1% |
| 10Y | +176.3% | +143.0% | +33.3% | +102.0% |
| All | +866.1% | +329.9% | +536.2% | +405.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling