+15.6%
XLE vs DAL
+24.2%
-8.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +1.8% | -2.7% | -0.3% |
| 7D | +2.2% | +0.1% | +2.1% | +2.3% |
| 30D | +11.8% | -13.9% | +25.7% | +6.8% |
| 3M | +9.8% | +1.1% | +8.7% | +10.5% |
| 6M | +15.6% | +26.2% | -10.7% | +21.8% |
| All | +15.6% | +24.2% | -8.6% | +21.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling