+56.4%
EBAY vs EXR
-11.6%
+68.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.1% | +1.2% | +1.2% |
| 7D | -0.4% | -0.7% | +0.3% | -0.2% |
| 30D | -6.3% | -6.9% | +0.6% | -4.4% |
| 3M | -3.3% | -3.0% | -0.3% | -2.5% |
| 6M | +13.5% | -2.9% | +16.4% | +14.0% |
| YTD | +21.2% | +9.3% | +11.9% | +17.4% |
| 1Y | +13.9% | -0.9% | +14.8% | +13.6% |
| 3Y | +153.1% | +24.7% | +128.4% | +128.9% |
| All | +56.4% | -11.6% | +68.1% | +65.9% |
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