+1,327.0%
CRS vs EXPD
+308.0%
+1,019.0%
-74.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.5% | -2.0% | -2.5% |
| 7D | -3.1% | -0.9% | -2.1% | -2.4% |
| 30D | -19.6% | +4.1% | -23.7% | -21.8% |
| 3M | -8.1% | +13.8% | -21.9% | -15.8% |
| 6M | +18.6% | +27.3% | -8.7% | 0.0% |
| YTD | +45.9% | +25.4% | +20.4% | +21.6% |
| 1Y | +82.5% | +54.4% | +28.1% | +29.6% |
| 3Y | +648.9% | +67.9% | +581.0% | +378.4% |
| 5Y | +1,438.1% | +59.2% | +1,379.0% | +883.3% |
| 10Y | +1,327.0% | +308.6% | +1,018.4% | +335.3% |
| All | +1,327.0% | +308.0% | +1,019.0% | +335.3% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling