+118.9%
XLK vs DAL
+116.7%
+2.2%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | -1.0% | +4.2% | +3.5% |
| 7D | -1.2% | +2.3% | -3.5% | -1.9% |
| 30D | -11.2% | +14.3% | -25.5% | -15.2% |
| 3M | -6.2% | +1.3% | -7.5% | -6.9% |
| 6M | -1.7% | +29.3% | -31.0% | -10.4% |
| YTD | +21.5% | +33.0% | -11.4% | +8.9% |
| 1Y | +19.6% | +59.8% | -40.2% | +0.5% |
| 3Y | +97.9% | +177.2% | -79.2% | +27.9% |
| 5Y | +118.9% | +118.4% | +0.6% | +46.0% |
| All | +118.9% | +116.7% | +2.2% | +46.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling