+38.7%
EXPE vs FOXA
+9.1%
+29.6%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | FOXA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -0.9% |
| 7D | -9.5% | -4.0% | -5.6% | -8.7% |
| 30D | -6.6% | +12.0% | -18.6% | -8.7% |
| 3M | +31.4% | +0.3% | +31.1% | +29.5% |
| 6M | +35.2% | +12.5% | +22.7% | +25.4% |
| YTD | +5.8% | -9.6% | +15.4% | +7.5% |
| 1Y | +38.7% | +8.6% | +30.1% | +33.3% |
| All | +38.7% | +9.1% | +29.6% | +33.3% |
Cumulative growth
Daily Returns
Daily percentage return beside FOXA.
Daily Out/Under-Performance
Portfolio return minus FOXA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × FOXA 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 FOXA 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