+32,316.9%
EXPD vs CASY
+32,414.3%
-97.5%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.4% | -4.7% | -3.6% |
| 7D | +0.3% | +0.8% | -0.5% | +0.1% |
| 30D | +1.8% | +9.4% | -7.6% | -0.4% |
| 3M | +8.9% | -20.6% | +29.5% | +14.2% |
| 6M | +42.2% | -20.7% | +62.9% | +47.9% |
| YTD | +33.4% | +22.5% | +10.8% | +24.2% |
| 1Y | +47.2% | +29.5% | +17.7% | +35.0% |
| 3Y | +81.3% | +150.0% | -68.7% | +38.9% |
| 5Y | +60.2% | +248.6% | -188.4% | +12.2% |
| 10Y | +339.5% | +544.6% | -205.1% | +157.9% |
| All | +32,316.9% | +32,414.3% | -97.5% | +9,102.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling