+779.7%
EXPE vs CNI
+1,000.2%
-220.5%
-82.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | 0.0% | -7.9% | -7.9% |
| 7D | -9.8% | +2.5% | -12.2% | -11.2% |
| 30D | -11.5% | -2.5% | -9.0% | -10.1% |
| 3M | +21.7% | +2.7% | +19.0% | +19.2% |
| 6M | +10.4% | +16.9% | -6.6% | -1.9% |
| YTD | -2.5% | +26.3% | -28.9% | -18.3% |
| 1Y | +27.3% | +31.1% | -3.8% | +3.8% |
| 3Y | +153.5% | +21.1% | +132.4% | +113.9% |
| 5Y | +91.1% | +11.0% | +80.1% | +69.5% |
| 10Y | +153.1% | +128.1% | +25.0% | +36.1% |
| All | +779.7% | +1,000.2% | -220.5% | +106.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded CNI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling