+301.7%
JCI vs EXR
+215.3%
+86.5%
-46.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.8% | +0.6% | +4.2% | +4.6% |
| 7D | -3.4% | +2.7% | -6.1% | -4.2% |
| 30D | -10.1% | +18.9% | -29.1% | -14.6% |
| 3M | -6.8% | +8.4% | -15.1% | -9.1% |
| 6M | +2.0% | +14.3% | -12.3% | -2.5% |
| YTD | +19.2% | +27.2% | -8.1% | +10.2% |
| 1Y | +16.7% | +25.9% | -9.2% | +8.1% |
| 3Y | +194.3% | +54.6% | +139.7% | +149.6% |
| 5Y | +103.0% | -0.6% | +103.6% | +95.0% |
| 10Y | +301.7% | +208.5% | +93.2% | +194.5% |
| All | +301.7% | +215.3% | +86.5% | +194.5% |
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