+3,874.2%
RRX vs EXPD
+30,859.1%
-26,984.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +0.9% | -0.7% | -0.1% |
| 7D | +3.4% | -1.1% | +4.6% | +3.8% |
| 30D | -11.1% | +4.1% | -15.2% | -12.3% |
| 3M | -23.7% | +17.9% | -41.6% | -27.6% |
| 6M | -22.0% | +29.2% | -51.2% | -28.3% |
| YTD | +16.5% | +27.4% | -10.9% | +7.2% |
| 1Y | +11.5% | +56.8% | -45.3% | -4.2% |
| 3Y | +1.5% | +68.0% | -66.5% | -14.5% |
| 5Y | +18.3% | +61.9% | -43.6% | +0.5% |
| 10Y | +209.8% | +316.0% | -106.2% | +103.8% |
| All | +3,874.2% | +30,859.1% | -26,984.9% | +1,392.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling