+45.0%
QSR vs EXPD
+60.9%
-15.9%
-25.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -1.5% | -0.9% | -2.0% |
| 7D | +0.1% | -0.9% | +1.0% | +0.3% |
| 30D | +5.9% | +4.1% | +1.9% | +5.0% |
| 3M | +10.5% | +13.8% | -3.3% | +7.2% |
| 6M | +7.7% | +27.3% | -19.6% | +1.6% |
| YTD | +16.8% | +25.4% | -8.7% | +10.4% |
| 1Y | +30.9% | +54.4% | -23.5% | +17.9% |
| 3Y | +28.2% | +67.9% | -39.7% | +12.0% |
| 5Y | +45.0% | +59.2% | -14.2% | +24.0% |
| All | +45.0% | +60.9% | -15.9% | +24.0% |
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 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