-64.3%
XE vs EXPD
+24.6%
-88.9%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +15.9% | -2.3% | +18.1% | +15.3% |
| 7D | -4.6% | -7.2% | +2.6% | -6.0% |
| 30D | -27.5% | -3.3% | -24.2% | -27.1% |
| 3M | -49.9% | +3.4% | -53.3% | -47.6% |
| 6M | -67.2% | +22.7% | -89.9% | -63.0% |
| All | -64.3% | +24.6% | -88.9% | -59.3% |
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 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