+41.4%
NFLX vs EXPD
+71.7%
-30.3%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.2% | -0.9% | -1.1% |
| 7D | -0.3% | -7.4% | +7.1% | +0.3% |
| 30D | -10.0% | -2.1% | -7.9% | -9.9% |
| 3M | -17.1% | +5.7% | -22.8% | -17.5% |
| 6M | -27.7% | +21.4% | -49.1% | -28.8% |
| YTD | -32.5% | +27.6% | -60.1% | -33.7% |
| 1Y | -43.5% | +36.1% | -79.6% | -44.8% |
| 3Y | +41.4% | +69.9% | -28.4% | +33.9% |
| All | +41.4% | +71.7% | -30.3% | +33.9% |
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