-26.3%
SPXU vs EXPD
+41.2%
-67.5%
-46.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +0.6% | +0.5% | +1.3% |
| 7D | -9.4% | +3.6% | -13.0% | -7.9% |
| 30D | +7.4% | +0.3% | +7.2% | +8.1% |
| 3M | +6.2% | +6.1% | +0.1% | +8.9% |
| 6M | -7.2% | +27.4% | -34.6% | +0.9% |
| YTD | -26.8% | +32.0% | -58.8% | -16.6% |
| 1Y | -26.3% | +40.5% | -66.8% | -11.7% |
| All | -26.3% | +41.2% | -67.5% | -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 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