+36.4%
EXPD vs RRC
+28.5%
+7.9%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.3% | +2.4% | +2.7% |
| 7D | -5.5% | -10.3% | +4.8% | -5.1% |
| 30D | -1.9% | +19.5% | -21.4% | -2.0% |
| 3M | +6.1% | +27.9% | -21.8% | +5.8% |
| 6M | +21.6% | +21.2% | +0.5% | +21.4% |
| YTD | +27.9% | +39.6% | -11.7% | +27.1% |
| All | +36.4% | +28.5% | +7.9% | +36.0% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 1y: compounded portfolio wealth divided by compounded RRC 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…
1y analysis · Full analysis span regression · 6 months rolling