+341.0%
JCI vs EXR
+144.7%
+196.3%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -2.5% | +1.5% | -0.3% |
| 7D | +4.1% | -3.1% | +7.1% | +5.0% |
| 30D | -3.8% | -7.5% | +3.7% | -1.7% |
| 3M | -1.6% | -7.5% | +5.9% | +0.2% |
| 6M | +9.5% | -5.2% | +14.7% | +10.7% |
| YTD | +21.7% | +6.5% | +15.2% | +18.7% |
| 1Y | +37.1% | -2.0% | +39.2% | +36.7% |
| 3Y | +165.2% | +21.5% | +143.6% | +141.9% |
| 5Y | +110.3% | -11.5% | +121.8% | +108.7% |
| 10Y | +341.0% | +148.0% | +193.0% | +239.1% |
| All | +341.0% | +144.7% | +196.3% | +239.1% |
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 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