+323.0%
EXPD vs COO
+38.3%
+284.7%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.6% | +0.4% | 0.0% |
| 7D | -7.4% | +4.5% | -11.9% | -8.7% |
| 30D | -2.1% | +16.9% | -19.0% | -6.8% |
| 3M | +5.7% | -16.7% | +22.4% | +10.9% |
| 6M | +21.4% | +5.9% | +15.4% | +17.4% |
| YTD | +27.6% | -22.4% | +50.1% | +36.5% |
| 1Y | +36.1% | -10.1% | +46.2% | +38.6% |
| 3Y | +69.9% | -22.8% | +92.7% | +75.6% |
| 5Y | +59.7% | -41.4% | +101.1% | +78.3% |
| 10Y | +323.0% | +41.3% | +281.8% | +278.8% |
| All | +323.0% | +38.3% | +284.7% | +278.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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