+48.6%
AMZN vs EXPD
+55.6%
-6.9%
-55.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.3% | +1.9% | +0.6% |
| 7D | +7.9% | -7.2% | +15.0% | +11.1% |
| 30D | -0.2% | -3.3% | +3.0% | +0.9% |
| 3M | -4.8% | +3.4% | -8.1% | -6.5% |
| 6M | -5.7% | +22.7% | -28.4% | -14.6% |
| YTD | +12.3% | +24.5% | -12.2% | -0.6% |
| 1Y | +6.7% | +38.6% | -32.0% | -10.8% |
| 3Y | +85.6% | +71.5% | +14.1% | +32.7% |
| All | +48.6% | +55.6% | -6.9% | +1.8% |
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