+3.3%
XLU vs DAL
+30.6%
-27.3%
-10.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.6% | -0.3% | -1.0% |
| 7D | -1.2% | -0.6% | -0.5% | -1.2% |
| 30D | -2.5% | -13.5% | +10.9% | -2.0% |
| 3M | -2.7% | +2.6% | -5.3% | -2.9% |
| 6M | -7.5% | +32.7% | -40.1% | -8.4% |
| YTD | +0.9% | +13.6% | -12.7% | 0.0% |
| 1Y | +3.3% | +28.8% | -25.5% | +1.8% |
| All | +3.3% | +30.6% | -27.3% | +1.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling