+49.9%
XLE vs EXPD
+53.8%
-3.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -3.2% | -1.5% | -4.6% |
| 7D | -7.2% | +0.3% | -7.5% | -7.2% |
| 30D | +0.1% | +1.8% | -1.7% | +0.1% |
| 3M | +9.2% | +8.9% | +0.3% | +8.8% |
| 6M | +8.4% | +42.2% | -33.9% | +6.4% |
| YTD | +44.9% | +33.4% | +11.5% | +43.1% |
| 1Y | +49.9% | +47.2% | +2.7% | +49.7% |
| All | +49.9% | +53.8% | -3.9% | +49.7% |
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