+179.6%
CAH vs EXPD
+75.3%
+104.3%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.4% | +1.5% | +1.1% |
| 7D | +3.5% | +5.5% | -2.1% | +2.9% |
| 30D | +13.5% | -0.8% | +14.3% | +13.5% |
| 3M | +21.8% | +4.1% | +17.7% | +21.2% |
| 6M | +51.5% | +25.7% | +25.8% | +47.2% |
| YTD | +38.1% | +31.4% | +6.7% | +33.1% |
| 1Y | +37.7% | +42.2% | -4.5% | +31.5% |
| 3Y | +179.6% | +77.2% | +102.4% | +173.0% |
| All | +179.6% | +75.3% | +104.3% | +173.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling