-54.6%
CSGP vs EXPD
+35.2%
-89.8%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -2.3% | -2.4% | -4.2% |
| 7D | +1.3% | -7.2% | +8.4% | +2.6% |
| 30D | +10.7% | -3.3% | +14.0% | +11.4% |
| 3M | +3.3% | +3.4% | -0.1% | +2.9% |
| 6M | -10.3% | +22.7% | -33.0% | -13.1% |
| YTD | -54.6% | +24.5% | -79.1% | -55.4% |
| 1Y | -54.6% | +38.6% | -93.3% | -56.8% |
| All | -54.6% | +35.2% | -89.8% | -56.8% |
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 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