+409.5%
XME vs EXPD
+308.0%
+101.5%
-61.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.5% | +2.6% | +1.9% |
| 7D | +3.6% | -0.9% | +4.5% | +4.1% |
| 30D | +3.6% | +4.1% | -0.4% | +1.5% |
| 3M | +1.2% | +13.8% | -12.6% | -5.5% |
| 6M | +9.0% | +27.3% | -18.2% | -4.6% |
| YTD | +15.9% | +25.4% | -9.5% | +1.3% |
| 1Y | +43.2% | +54.4% | -11.2% | +10.6% |
| 3Y | +137.4% | +67.9% | +69.5% | +70.4% |
| 5Y | +185.0% | +59.2% | +125.9% | +104.9% |
| 10Y | +409.5% | +308.6% | +100.9% | +119.6% |
| All | +409.5% | +308.0% | +101.5% | +119.6% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling