+779.7%
EXPE vs BBY
+225.1%
+554.6%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BBY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -1.0% | -6.8% | -7.5% |
| 7D | -9.8% | +8.1% | -17.9% | -12.3% |
| 30D | -11.5% | +8.9% | -20.4% | -14.3% |
| 3M | +21.7% | +22.0% | -0.3% | +13.1% |
| 6M | +10.4% | +37.8% | -27.4% | -2.7% |
| YTD | -2.5% | +37.3% | -39.8% | -14.2% |
| 1Y | +27.3% | +21.6% | +5.8% | +16.6% |
| 3Y | +153.5% | +41.5% | +112.0% | +113.0% |
| 5Y | +91.1% | +1.2% | +89.8% | +75.5% |
| 10Y | +153.1% | +237.8% | -84.7% | +43.4% |
| All | +779.7% | +225.1% | +554.6% | +282.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BBY.
Daily Out/Under-Performance
Portfolio return minus BBY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BBY 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 BBY 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