-2.7%
NFLX vs EXPD
+55.6%
-58.2%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -2.3% | -1.0% | -2.6% |
| 7D | +2.1% | -7.2% | +9.3% | +4.3% |
| 30D | -9.0% | -3.3% | -5.8% | -8.2% |
| 3M | -14.0% | +3.4% | -17.3% | -15.1% |
| 6M | -28.2% | +22.7% | -50.9% | -33.0% |
| YTD | -32.4% | +24.5% | -56.9% | -37.8% |
| 1Y | -42.2% | +38.6% | -80.8% | -49.1% |
| 3Y | +45.9% | +71.5% | -25.6% | +11.9% |
| All | -2.7% | +55.6% | -58.2% | -27.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling