+787.9%
XBI vs DAL
+363.8%
+424.0%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | -0.1% | -0.4% |
| 7D | -1.1% | -1.1% | 0.0% | -0.8% |
| 30D | +2.6% | +12.8% | -10.3% | -0.2% |
| 3M | -4.0% | -5.3% | +1.3% | -3.0% |
| 6M | +10.9% | +22.4% | -11.4% | +5.5% |
| YTD | +23.6% | +25.6% | -2.0% | +16.3% |
| 1Y | +35.1% | +45.5% | -10.4% | +22.8% |
| 3Y | +125.2% | +161.0% | -35.8% | +74.5% |
| 5Y | +19.7% | +112.2% | -92.5% | -4.2% |
| 10Y | +130.6% | +109.1% | +21.5% | +73.1% |
| All | +787.9% | +363.8% | +424.0% | +356.1% |
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 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