+301.7%
EXPD vs WCN
+309.0%
-7.3%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -1.4% | -0.9% | -1.7% |
| 7D | -7.2% | +2.9% | -10.1% | -8.3% |
| 30D | -3.3% | +22.1% | -25.4% | -11.5% |
| 3M | +3.4% | +13.2% | -9.8% | -2.4% |
| 6M | +22.7% | +23.7% | -1.0% | +10.9% |
| YTD | +24.5% | +8.7% | +15.8% | +19.1% |
| 1Y | +38.6% | +15.3% | +23.3% | +29.1% |
| 3Y | +71.5% | +46.0% | +25.5% | +39.1% |
| 5Y | +56.2% | +45.9% | +10.3% | +24.7% |
| All | +301.7% | +309.0% | -7.3% | +125.4% |
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