-1.4%
EXPE vs EXPD
+40.0%
-41.4%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +2.9% | -0.5% | +1.5% |
| 7D | -17.8% | -1.6% | -16.2% | -17.2% |
| 30D | -3.2% | +0.6% | -3.8% | -3.5% |
| 3M | -19.0% | +9.8% | -28.8% | -21.0% |
| 6M | +17.7% | +25.8% | -8.0% | +10.9% |
| YTD | -7.8% | +31.3% | -39.0% | -15.1% |
| 1Y | -1.4% | +40.9% | -42.3% | -12.9% |
| All | -1.4% | +40.0% | -41.4% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 1y: compounded portfolio wealth divided by compounded EXPD 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…
1y analysis · Full analysis span regression · 6 months rolling