+332.6%
EXPD vs WCN
+302.6%
+29.9%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.5% | +2.2% | +2.5% |
| 7D | -5.5% | +1.2% | -6.7% | -6.0% |
| 30D | -1.9% | +24.6% | -26.5% | -11.0% |
| 3M | +6.1% | +14.2% | -8.1% | -0.2% |
| 6M | +21.6% | +25.7% | -4.1% | +9.2% |
| YTD | +27.9% | +9.3% | +18.6% | +22.1% |
| 1Y | +39.4% | +15.3% | +24.1% | +29.8% |
| 3Y | +72.7% | +48.6% | +24.1% | +38.8% |
| 5Y | +60.3% | +46.9% | +13.4% | +27.4% |
| 10Y | +332.6% | +298.1% | +34.4% | +135.8% |
| All | +332.6% | +302.6% | +29.9% | +135.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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