+146.6%
XLK vs DAL
+105.9%
+40.7%
-33.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.1% |
| 7D | +2.3% | +0.8% | +1.5% | +2.1% |
| 30D | +0.8% | -11.7% | +12.6% | +4.9% |
| 3M | +4.1% | -2.7% | +6.8% | +4.7% |
| 6M | +34.8% | +30.7% | +4.1% | +22.5% |
| YTD | +30.8% | +14.4% | +16.4% | +23.5% |
| 1Y | +42.4% | +31.2% | +11.2% | +27.8% |
| 3Y | +121.8% | +99.4% | +22.4% | +62.7% |
| 5Y | +146.6% | +98.6% | +48.1% | +71.9% |
| All | +146.6% | +105.9% | +40.7% | +71.9% |
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