+44.2%
EOG vs EXR
+28.1%
+16.1%
-13.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +3.1% | -8.3% | -4.8% |
| 7D | -8.6% | +11.3% | -19.9% | -7.7% |
| 30D | +2.8% | +21.2% | -18.4% | +4.5% |
| 3M | +3.2% | +8.7% | -5.6% | +3.9% |
| 6M | +5.3% | +18.2% | -12.9% | +6.9% |
| YTD | +44.5% | +27.9% | +16.6% | +41.4% |
| 1Y | +44.2% | +28.3% | +15.8% | +41.2% |
| All | +44.2% | +28.1% | +16.1% | +41.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling