+14.9%
RRX vs EXPD
+55.4%
-40.6%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.5% | +2.0% | +0.9% |
| 7D | +4.3% | -0.9% | +5.2% | +4.5% |
| 30D | -8.0% | +4.1% | -12.1% | -9.0% |
| 3M | -22.0% | +13.8% | -35.8% | -24.6% |
| 6M | -11.9% | +27.3% | -39.2% | -17.4% |
| YTD | +17.1% | +25.4% | -8.3% | +10.2% |
| 1Y | +14.9% | +54.4% | -39.5% | +4.6% |
| All | +14.9% | +55.4% | -40.6% | +4.6% |
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 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