+157.4%
GE vs EXPD
+329.8%
-172.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -0.2% | +0.9% | +0.8% |
| 7D | +5.4% | -7.4% | +12.8% | +8.8% |
| 30D | +9.6% | -2.1% | +11.7% | +10.6% |
| 3M | -7.7% | +5.7% | -13.4% | -10.2% |
| 6M | +14.0% | +21.4% | -7.3% | +4.1% |
| YTD | +10.2% | +27.6% | -17.5% | -3.3% |
| 1Y | +8.9% | +36.1% | -27.2% | -7.5% |
| 3Y | +273.7% | +69.9% | +203.8% | +175.2% |
| 5Y | +410.2% | +59.7% | +350.5% | +278.6% |
| 10Y | +157.4% | +323.0% | -165.6% | +14.0% |
| All | +157.4% | +329.8% | -172.4% | +14.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling