+226.1%
XLI vs DAL
+108.0%
+118.0%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.3% | 0.0% | -0.3% |
| 7D | +3.8% | -1.1% | +4.8% | +4.1% |
| 30D | +1.0% | +12.8% | -11.8% | -3.0% |
| 3M | -8.9% | -5.3% | -3.6% | -7.7% |
| 6M | -2.3% | +22.4% | -24.6% | -9.1% |
| YTD | +9.7% | +25.6% | -15.9% | +0.4% |
| 1Y | +12.3% | +45.5% | -33.2% | -2.0% |
| 3Y | +71.5% | +161.0% | -89.5% | +17.4% |
| 5Y | +70.2% | +112.2% | -42.1% | +20.2% |
| All | +226.1% | +108.0% | +118.0% | +119.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling