+153.1%
EXPE vs RRC
+7.9%
+145.2%
-70.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.9% | -0.3% | -7.6% | -7.8% |
| 7D | -9.8% | -1.2% | -8.6% | -9.6% |
| 30D | -11.5% | +9.4% | -20.9% | -12.7% |
| 3M | +21.7% | +7.4% | +14.3% | +20.1% |
| 6M | +10.4% | +1.5% | +8.9% | +9.5% |
| YTD | -2.5% | +19.4% | -21.9% | -6.0% |
| 1Y | +27.3% | +24.2% | +3.1% | +21.5% |
| 3Y | +153.5% | +32.8% | +120.7% | +136.9% |
| 5Y | +91.1% | +152.9% | -61.8% | +57.8% |
| 10Y | +153.1% | +3.9% | +149.3% | +83.8% |
| All | +153.1% | +7.9% | +145.2% | +83.8% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 10y: compounded portfolio wealth divided by compounded RRC 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…
10y analysis · Full analysis span regression · 6 months rolling