+813.9%
CTAS vs EXPE
+119.8%
+694.1%
-48.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | 0.0% | +0.4% | +0.4% |
| 7D | -0.7% | -13.3% | +12.6% | +2.4% |
| 30D | +10.3% | -5.5% | +15.7% | +11.2% |
| 3M | +10.2% | -16.5% | +26.7% | +14.1% |
| 6M | +34.4% | +13.1% | +21.3% | +28.6% |
| YTD | +19.6% | -8.0% | +27.6% | +18.7% |
| 1Y | +21.8% | +1.1% | +20.7% | +17.8% |
| 3Y | +74.1% | +131.2% | -57.0% | +28.2% |
| 5Y | +114.0% | +39.8% | +74.3% | +73.4% |
| 10Y | +813.9% | +118.5% | +695.5% | +406.0% |
| All | +813.9% | +119.8% | +694.1% | +406.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPE.
Daily Out/Under-Performance
Portfolio return minus EXPE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPE 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 EXPE 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