+13,507.3%
GOOGL vs EXR
+2,662.2%
+10,845.1%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.2% | +0.1% | -0.8% |
| 7D | -2.3% | -2.6% | +0.3% | -1.5% |
| 30D | -6.6% | -7.2% | +0.6% | -4.5% |
| 3M | -8.9% | -3.5% | -5.4% | -8.2% |
| 6M | +11.9% | -5.3% | +17.2% | +13.3% |
| YTD | +8.3% | +9.4% | -1.0% | +5.0% |
| 1Y | +46.2% | +1.3% | +44.9% | +44.4% |
| 3Y | +151.9% | +22.4% | +129.4% | +128.8% |
| 5Y | +137.7% | -12.2% | +149.9% | +136.2% |
| 10Y | +757.6% | +148.6% | +609.0% | +501.7% |
| All | +13,507.3% | +2,662.2% | +10,845.1% | +4,717.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling