+124.6%
XLP vs DAL
+127.0%
-2.4%
-24.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +2.2% | -3.4% | -1.5% |
| 7D | +0.7% | +8.8% | -8.1% | -0.2% |
| 30D | +10.3% | +5.4% | +4.9% | +9.5% |
| 3M | +6.5% | -4.9% | +11.5% | +7.0% |
| 6M | +8.4% | +19.8% | -11.5% | +5.7% |
| YTD | +18.2% | +27.0% | -8.8% | +14.1% |
| 1Y | +22.4% | +52.5% | -30.0% | +15.5% |
| 3Y | +41.9% | +173.8% | -132.0% | +21.1% |
| 5Y | +40.9% | +104.5% | -63.7% | +22.7% |
| All | +124.6% | +127.0% | -2.4% | +94.4% |
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