+42.2%
EXPD vs WCC
+22.3%
+19.8%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.7% | +1.2% | -0.2% |
| 7D | +5.5% | +9.9% | -4.4% | +4.3% |
| 30D | -0.8% | -8.4% | +7.6% | -0.1% |
| 3M | +4.1% | -10.3% | +14.5% | +5.0% |
| 6M | +25.7% | -10.5% | +36.2% | +26.8% |
| YTD | +31.4% | +32.2% | -0.8% | +23.7% |
| 1Y | +42.2% | +25.5% | +16.6% | +35.4% |
| All | +42.2% | +22.3% | +19.8% | +35.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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