+818.4%
CTAS vs EXPD
+329.8%
+488.6%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.2% | +1.2% | +1.0% |
| 7D | +0.7% | -7.4% | +8.1% | +4.1% |
| 30D | +11.3% | -2.1% | +13.4% | +12.1% |
| 3M | +11.4% | +5.7% | +5.7% | +8.1% |
| 6M | +35.6% | +21.4% | +14.3% | +23.1% |
| YTD | +20.7% | +27.6% | -6.9% | +5.3% |
| 1Y | +22.8% | +36.1% | -13.3% | +3.6% |
| 3Y | +73.4% | +69.9% | +3.5% | +26.1% |
| 5Y | +117.6% | +59.7% | +57.9% | +60.1% |
| 10Y | +818.4% | +323.0% | +495.4% | +282.7% |
| All | +818.4% | +329.8% | +488.6% | +282.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling