+1,836.1%
XLK vs DAL
+329.9%
+1,506.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.8% | -1.1% | +0.3% |
| 7D | +0.9% | +0.1% | +0.7% | +0.8% |
| 30D | +0.7% | -13.9% | +14.7% | +3.8% |
| 3M | -2.9% | +1.1% | -4.0% | -3.3% |
| 6M | +34.3% | +26.2% | +8.0% | +27.3% |
| YTD | +30.4% | +16.4% | +14.0% | +25.5% |
| 1Y | +43.4% | +33.9% | +9.5% | +33.6% |
| 3Y | +116.8% | +93.4% | +23.5% | +83.4% |
| 5Y | +144.0% | +106.4% | +37.7% | +100.6% |
| 10Y | +778.8% | +143.0% | +635.8% | +562.7% |
| All | +1,836.1% | +329.9% | +1,506.2% | +959.0% |
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 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