-61.4%
XE vs EXPD
+32.1%
-93.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | +0.6% | +2.4% | +3.0% |
| 7D | +25.1% | +3.6% | +21.5% | +26.0% |
| 30D | -11.5% | +0.3% | -11.8% | -10.9% |
| 3M | -44.7% | +6.1% | -50.7% | -42.5% |
| 6M | -64.5% | +27.4% | -91.9% | -59.8% |
| All | -61.4% | +32.1% | -93.5% | -55.5% |
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