+178.1%
EOG vs EXR
-11.2%
+189.3%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.2% |
| 7D | +1.0% | -3.2% | +4.2% | +1.6% |
| 30D | +2.8% | -6.9% | +9.7% | +4.1% |
| 3M | +5.9% | -7.8% | +13.7% | +7.3% |
| 6M | +17.1% | -4.9% | +21.9% | +17.7% |
| YTD | +43.9% | +7.2% | +36.8% | +40.9% |
| 1Y | +26.9% | -1.5% | +28.4% | +26.3% |
| 3Y | +23.6% | +22.3% | +1.3% | +16.2% |
| 5Y | +178.1% | -10.9% | +189.1% | +185.9% |
| All | +178.1% | -11.2% | +189.3% | +185.9% |
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