+59.9%
EXPD vs CASY
+254.0%
-194.2%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.2% | -6.6% | -4.8% |
| 7D | -4.8% | +1.8% | -6.6% | -5.1% |
| 30D | -1.5% | +11.2% | -12.7% | -3.1% |
| 3M | +4.1% | -19.1% | +23.2% | +7.3% |
| 6M | +24.0% | -19.9% | +43.9% | +27.7% |
| YTD | +27.4% | +25.2% | +2.2% | +18.5% |
| 1Y | +38.4% | +31.6% | +6.8% | +27.0% |
| 3Y | +73.2% | +155.4% | -82.2% | +28.3% |
| 5Y | +59.9% | +251.5% | -191.7% | +2.2% |
| All | +59.9% | +254.0% | -194.2% | +2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 5y: compounded portfolio wealth divided by compounded CASY 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…
5y analysis · Full analysis span regression · 6 months rolling