+62.8%
EXPD vs WCN
+30.3%
+32.4%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.2% | +2.1% | +1.3% |
| 7D | -1.1% | -0.6% | -0.5% | -0.9% |
| 30D | +4.1% | +0.4% | +3.6% | +3.8% |
| 3M | +17.9% | +7.3% | +10.6% | +14.7% |
| 6M | +29.2% | -2.5% | +31.7% | +29.8% |
| YTD | +27.4% | -5.4% | +32.7% | +29.5% |
| 1Y | +56.8% | -8.5% | +65.3% | +61.0% |
| 3Y | +68.0% | +20.8% | +47.2% | +51.5% |
| All | +62.8% | +30.3% | +32.4% | +35.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling