+109.4%
AAPL vs EXPD
+61.6%
+47.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.9% | -3.4% | -2.8% |
| 7D | +0.1% | -1.1% | +1.2% | +0.5% |
| 30D | +3.0% | +4.1% | -1.1% | +1.3% |
| 3M | +2.9% | +17.9% | -15.0% | -3.7% |
| 6M | +22.1% | +29.2% | -7.1% | +9.6% |
| YTD | +18.0% | +27.4% | -9.3% | +5.8% |
| 1Y | +33.9% | +56.8% | -22.9% | +8.6% |
| 3Y | +71.2% | +68.0% | +3.1% | +31.7% |
| All | +109.4% | +61.6% | +47.8% | +51.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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