+814.5%
XBI vs DAL
+395.8%
+418.6%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +0.4% | -1.6% | -1.3% |
| 7D | +0.1% | +10.7% | -10.7% | -2.2% |
| 30D | +0.8% | +12.5% | -11.7% | -1.9% |
| 3M | -1.9% | +3.6% | -5.5% | -2.9% |
| 6M | +15.2% | +26.7% | -11.5% | +8.7% |
| YTD | +27.3% | +34.3% | -7.0% | +17.9% |
| 1Y | +41.5% | +59.1% | -17.7% | +26.0% |
| 3Y | +133.1% | +179.9% | -46.8% | +77.7% |
| 5Y | +23.7% | +119.1% | -95.5% | -1.9% |
| 10Y | +139.0% | +125.6% | +13.4% | +76.4% |
| All | +814.5% | +395.8% | +418.6% | +362.6% |
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 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