+323.0%
EXPD vs CNI
+140.5%
+182.5%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.3% | +0.1% | 0.0% |
| 7D | -7.4% | +0.4% | -7.8% | -7.6% |
| 30D | -2.1% | +7.6% | -9.7% | -5.7% |
| 3M | +5.7% | +1.9% | +3.8% | +4.5% |
| 6M | +21.4% | +14.8% | +6.6% | +12.9% |
| YTD | +27.6% | +30.5% | -2.8% | +10.0% |
| 1Y | +36.1% | +36.5% | -0.3% | +14.4% |
| 3Y | +69.9% | +20.7% | +49.2% | +50.4% |
| 5Y | +59.7% | +7.0% | +52.7% | +49.1% |
| 10Y | +323.0% | +136.0% | +187.1% | +149.8% |
| All | +323.0% | +140.5% | +182.5% | +149.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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