+302.6%
JCI vs EXR
+215.7%
+86.9%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.6% | -0.8% | -1.2% |
| 7D | +8.4% | -1.2% | +9.6% | +8.8% |
| 30D | -8.9% | +18.3% | -27.2% | -13.4% |
| 3M | -6.4% | +9.1% | -15.5% | -9.0% |
| 6M | +1.6% | +11.7% | -10.1% | -2.2% |
| YTD | +20.1% | +25.7% | -5.6% | +11.3% |
| 1Y | +17.2% | +24.9% | -7.7% | +8.8% |
| 3Y | +190.7% | +51.4% | +139.3% | +147.7% |
| 5Y | +99.9% | -1.9% | +101.8% | +92.6% |
| All | +302.6% | +215.7% | +86.9% | +191.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling