+2,935.8%
EXPD vs WCC
+1,713.7%
+1,222.1%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.9% | -3.0% | 0.0% |
| 7D | -1.1% | +4.5% | -5.6% | -2.1% |
| 30D | +4.1% | -5.8% | +9.9% | +5.3% |
| 3M | +17.9% | -3.7% | +21.6% | +18.1% |
| 6M | +29.2% | +23.1% | +6.2% | +21.2% |
| YTD | +27.4% | +44.2% | -16.8% | +14.9% |
| 1Y | +56.8% | +62.1% | -5.3% | +37.0% |
| 3Y | +68.0% | +121.1% | -53.1% | +30.5% |
| 5Y | +61.9% | +214.0% | -152.1% | +11.6% |
| 10Y | +316.0% | +472.8% | -156.8% | +125.6% |
| All | +2,935.8% | +1,713.7% | +1,222.1% | +959.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling