+215.9%
RRX vs EXPD
+308.0%
-92.1%
-48.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +1.5% |
| 7D | +4.3% | -0.9% | +5.2% | +4.9% |
| 30D | -8.0% | +4.1% | -12.1% | -10.4% |
| 3M | -22.0% | +13.8% | -35.8% | -28.4% |
| 6M | -11.9% | +27.3% | -39.2% | -25.2% |
| YTD | +17.1% | +25.4% | -8.3% | -0.9% |
| 1Y | +14.9% | +54.4% | -39.5% | -16.2% |
| 3Y | +6.9% | +67.9% | -61.0% | -27.2% |
| 5Y | +19.6% | +59.2% | -39.6% | -17.6% |
| 10Y | +215.9% | +308.6% | -92.6% | +11.1% |
| All | +215.9% | +308.0% | -92.1% | +11.1% |
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