+1,580.2%
JBL vs EXR
+3,075.0%
-1,494.8%
-92.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.6% | +1.0% | +0.7% |
| 7D | +10.0% | -1.2% | +11.2% | +10.6% |
| 30D | -18.2% | +18.3% | -36.5% | -24.4% |
| 3M | -29.0% | +9.1% | -38.1% | -32.0% |
| 6M | -25.9% | +11.7% | -37.6% | -30.3% |
| YTD | +14.1% | +25.7% | -11.6% | +1.5% |
| 1Y | +21.7% | +24.9% | -3.3% | +8.4% |
| 3Y | +103.8% | +51.4% | +52.4% | +59.8% |
| 5Y | +310.0% | -1.9% | +311.9% | +282.1% |
| 10Y | +1,179.2% | +214.0% | +965.2% | +528.4% |
| All | +1,580.2% | +3,075.0% | -1,494.8% | +132.1% |
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