+555.8%
ROKU vs EXPD
+255.5%
+300.3%
-91.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.5% |
| 7D | -2.6% | +1.2% | -3.8% | -3.3% |
| 30D | +2.1% | +6.8% | -4.7% | -1.9% |
| 3M | +31.8% | +14.9% | +16.9% | +20.7% |
| 6M | +53.3% | +34.6% | +18.7% | +26.1% |
| YTD | +42.1% | +27.7% | +14.4% | +19.3% |
| 1Y | +62.3% | +57.7% | +4.7% | +17.5% |
| 3Y | +84.6% | +70.9% | +13.7% | +25.0% |
| 5Y | -53.1% | +59.5% | -112.5% | -67.5% |
| All | +555.8% | +255.5% | +300.3% | +236.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling