+2,936.9%
EXPD vs WCC
+1,380.5%
+1,556.4%
-58.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | -9.6% | +5.1% | -2.3% |
| 7D | -4.8% | -21.9% | +17.1% | +0.5% |
| 30D | -1.5% | -25.4% | +23.9% | +4.9% |
| 3M | +4.1% | -23.1% | +27.2% | +9.8% |
| 6M | +24.0% | -18.1% | +42.1% | +27.8% |
| YTD | +27.4% | +17.7% | +9.7% | +19.7% |
| 1Y | +38.4% | +12.4% | +26.0% | +31.3% |
| 3Y | +73.2% | +105.9% | -32.7% | +36.1% |
| 5Y | +59.9% | +116.8% | -56.9% | +19.7% |
| 10Y | +319.9% | +456.1% | -136.1% | +128.2% |
| All | +2,936.9% | +1,380.5% | +1,556.4% | +1,003.5% |
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