+37.4%
JCI vs EXR
+0.3%
+37.1%
-12.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -0.1% | +1.1% | +1.0% |
| 7D | +5.1% | -0.7% | +5.8% | +5.2% |
| 30D | -3.8% | -6.9% | +3.1% | -3.3% |
| 3M | +1.9% | -3.0% | +4.9% | +1.5% |
| 6M | +11.2% | -2.9% | +14.1% | +9.8% |
| YTD | +22.9% | +9.3% | +13.7% | +22.3% |
| 1Y | +37.4% | -0.9% | +38.3% | +35.3% |
| All | +37.4% | +0.3% | +37.1% | +35.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling