+98.8%
JCI vs EXR
-0.3%
+99.2%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.9% |
| 7D | -9.4% | +5.2% | -14.6% | -10.6% |
| 30D | -13.4% | +20.9% | -34.3% | -17.7% |
| 3M | -12.4% | +7.7% | -20.1% | -14.2% |
| 6M | -5.1% | +13.2% | -18.3% | -8.7% |
| YTD | +13.7% | +26.5% | -12.7% | +5.9% |
| 1Y | +11.4% | +27.2% | -15.8% | +3.4% |
| 3Y | +175.9% | +71.5% | +104.4% | +125.8% |
| All | +98.8% | -0.3% | +99.2% | +97.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling