+45.9%
NFLX vs EXPD
+68.8%
-23.0%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -3.1% |
| 7D | +2.1% | -7.2% | +9.3% | +2.7% |
| 30D | -9.0% | -3.3% | -5.8% | -8.8% |
| 3M | -14.0% | +3.4% | -17.3% | -14.2% |
| 6M | -28.2% | +22.7% | -50.9% | -29.3% |
| YTD | -32.4% | +24.5% | -56.9% | -33.4% |
| 1Y | -42.2% | +38.6% | -80.8% | -43.7% |
| 3Y | +45.9% | +71.5% | -25.6% | +36.8% |
| All | +45.9% | +68.8% | -23.0% | +36.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling