+213.7%
RRX vs EXPD
+337.7%
-124.0%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +2.9% | -1.3% | -0.3% |
| 7D | +5.4% | -1.6% | +6.9% | +6.5% |
| 30D | +12.0% | +0.6% | +11.4% | +11.8% |
| 3M | +6.1% | +9.8% | -3.7% | 0.0% |
| 6M | -13.2% | +25.8% | -39.0% | -25.2% |
| YTD | +31.0% | +31.3% | -0.3% | +7.9% |
| 1Y | +38.8% | +40.9% | -2.2% | +8.9% |
| 3Y | +70.3% | +74.7% | -4.4% | +13.7% |
| 5Y | +15.5% | +62.9% | -47.3% | -20.8% |
| 10Y | +213.7% | +334.3% | -120.7% | +11.7% |
| All | +213.7% | +337.7% | -124.0% | +11.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling