+308.6%
EXPD vs WCN
+239.1%
+69.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.0% | -0.5% | -1.1% |
| 7D | -0.9% | -0.4% | -0.5% | -0.7% |
| 30D | +4.1% | -2.1% | +6.2% | +5.0% |
| 3M | +13.8% | +6.4% | +7.4% | +10.2% |
| 6M | +27.3% | -3.7% | +31.0% | +28.4% |
| YTD | +25.4% | -6.4% | +31.8% | +28.3% |
| 1Y | +54.4% | -7.9% | +62.3% | +58.9% |
| 3Y | +67.9% | +20.8% | +47.1% | +48.4% |
| 5Y | +59.2% | +29.0% | +30.2% | +34.0% |
| 10Y | +308.6% | +236.4% | +72.2% | +135.5% |
| All | +308.6% | +239.1% | +69.4% | +135.5% |
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