-2.9%
CNC vs EXPD
+68.8%
-71.8%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.3% | -3.7% | -5.4% |
| 7D | +1.9% | -7.2% | +9.0% | +3.7% |
| 30D | +7.3% | -3.3% | +10.6% | +8.0% |
| 3M | +8.6% | +3.4% | +5.2% | +7.4% |
| 6M | +26.0% | +22.7% | +3.4% | +19.2% |
| YTD | +69.5% | +24.5% | +44.9% | +59.1% |
| 1Y | +88.0% | +38.6% | +49.3% | +72.8% |
| 3Y | -2.9% | +71.5% | -74.4% | -14.5% |
| All | -2.9% | +68.8% | -71.8% | -14.5% |
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