+21.8%
EOG vs EXR
+23.6%
-1.8%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -2.0% | -0.7% | -1.3% | -1.9% |
| 30D | +7.9% | -6.9% | +14.8% | +9.0% |
| 3M | +4.5% | -3.0% | +7.5% | +4.8% |
| 6M | +12.3% | -2.9% | +15.2% | +12.5% |
| YTD | +41.9% | +9.3% | +32.6% | +38.4% |
| 1Y | +27.8% | -0.9% | +28.8% | +27.1% |
| 3Y | +21.8% | +24.7% | -2.9% | +17.6% |
| All | +21.8% | +23.6% | -1.8% | +17.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling