Skip to content
BMarker
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
Menu
TransactionsPerformanceSharingStocks & ETFsDemoPricingAPI Docs
Open app
  • CTSH vs EXPE✓SelectedUSD · EXPECTSH vs EXPE performance historyLatest closeAs of-3.60%09/04
Stock and ETF performance explorer

CTSH vs EXPE

vs
1w1mo3mo6mo1y3y5y10yallcustom
Portfolio return
+488.1%
EXPE return
+851.4%
Excess return
-363.3%
Maximum drawdown
-69.1%

Performance

Returns, benchmark comparison, and relative performance.

Performance by timeframe

Returns for all.

Portfolio and benchmark returns by period
PeriodPortfolioEXPEExcessAlpha
1D-3.6%-1.7%-1.9%-3.1%
7D-2.7%-9.5%+6.8%+0.3%
30D+12.4%-6.6%+19.0%+14.5%
3M+17.4%+31.4%-14.0%+7.4%
6M-3.1%+35.2%-38.3%-12.7%
YTD-23.6%+5.8%-29.4%-25.9%
1Y-10.8%+38.7%-49.5%-21.4%
3Y-8.3%+175.8%-184.1%-38.0%
5Y-11.3%+111.8%-123.2%-38.8%
10Y+22.6%+179.7%-157.1%-32.3%
All+488.1%+851.4%-363.3%+40.0%

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 all: 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…

all analysis · Full analysis span regression · 6 months rolling