-86.8%
OPEN vs EXPD
+41.2%
-128.0%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.5% | +0.6% | -10.1% | -9.8% |
| 7D | -31.0% | +3.6% | -34.6% | -32.1% |
| 30D | -41.5% | +0.3% | -41.7% | -41.7% |
| 3M | -64.6% | +6.1% | -70.7% | -65.7% |
| 6M | -73.8% | +27.4% | -101.1% | -76.8% |
| YTD | -78.8% | +32.0% | -110.8% | -83.3% |
| 1Y | -86.8% | +40.5% | -127.4% | -90.7% |
| All | -86.8% | +41.2% | -128.0% | -90.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling