+154.8%
EXPE vs SYY
+26.6%
+128.1%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.2% | -2.9% | -1.4% |
| 7D | -11.5% | -0.2% | -11.3% | -11.4% |
| 30D | -13.1% | -2.7% | -10.3% | -12.3% |
| 3M | +18.1% | +5.9% | +12.3% | +16.1% |
| 6M | +13.3% | -2.3% | +15.6% | +13.4% |
| YTD | -3.2% | +13.1% | -16.3% | -9.8% |
| 1Y | +26.1% | +3.8% | +22.4% | +21.9% |
| All | +154.8% | +26.6% | +128.1% | +99.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 3y: compounded portfolio wealth divided by compounded SYY 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…
3y analysis · Full analysis span regression · 6 months rolling