+35.0%
CAH vs EXPD
+53.8%
-18.7%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | -3.2% | +6.8% | +3.9% |
| 7D | +7.0% | +0.3% | +6.7% | +6.9% |
| 30D | +12.4% | +1.8% | +10.5% | +12.1% |
| 3M | +12.2% | +8.9% | +3.2% | +11.1% |
| 6M | +33.2% | +42.2% | -9.0% | +27.0% |
| YTD | +28.4% | +33.4% | -5.0% | +23.5% |
| 1Y | +35.0% | +47.2% | -12.1% | +27.6% |
| All | +35.0% | +53.8% | -18.7% | +27.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling