+138.1%
AAPL vs EXR
-0.5%
+138.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +0.6% | +1.8% | +2.2% |
| 7D | +3.7% | +2.7% | +1.0% | +2.7% |
| 30D | +4.2% | +18.9% | -14.8% | -2.1% |
| 3M | +12.0% | +8.4% | +3.7% | +8.8% |
| 6M | +19.8% | +14.3% | +5.5% | +13.8% |
| YTD | +29.3% | +27.2% | +2.1% | +17.5% |
| 1Y | +31.1% | +25.9% | +5.2% | +19.5% |
| 3Y | +94.9% | +54.6% | +40.2% | +57.5% |
| 5Y | +138.1% | -0.6% | +138.7% | +126.8% |
| All | +138.1% | -0.5% | +138.5% | +126.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EXR.
Daily Out/Under-Performance
Portfolio return minus EXR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXR 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 5y: compounded portfolio wealth divided by compounded EXR 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…
5y analysis · Full analysis span regression · 6 months rolling