+215.2%
XLY vs DAL
+141.7%
+73.5%
-39.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | DAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.1% | -1.2% | +0.2% |
| 7D | -1.7% | -0.3% | -1.4% | -1.6% |
| 30D | -4.2% | -11.1% | +7.0% | -0.8% |
| 3M | -2.7% | -2.1% | -0.6% | -2.3% |
| 6M | -0.6% | +35.8% | -36.5% | -10.1% |
| YTD | -5.0% | +16.0% | -21.1% | -10.4% |
| 1Y | -4.1% | +33.7% | -37.8% | -13.8% |
| 3Y | +33.6% | +102.3% | -68.7% | +1.9% |
| 5Y | +28.7% | +110.3% | -81.6% | -5.2% |
| All | +215.2% | +141.7% | +73.5% | +117.1% |
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