+334.1%
JCI vs EXR
+3,094.9%
-2,760.8%
-86.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | -0.6% | +3.3% | +2.9% |
| 7D | -9.4% | +5.2% | -14.6% | -11.1% |
| 30D | -13.4% | +20.9% | -34.3% | -19.1% |
| 3M | -12.4% | +7.7% | -20.1% | -14.9% |
| 6M | -5.1% | +13.2% | -18.3% | -9.9% |
| YTD | +13.7% | +26.5% | -12.7% | +3.6% |
| 1Y | +11.4% | +27.2% | -15.8% | +1.2% |
| 3Y | +175.9% | +71.5% | +104.4% | +118.9% |
| 5Y | +98.4% | +0.4% | +98.0% | +86.8% |
| 10Y | +311.2% | +225.2% | +86.0% | +141.5% |
| All | +334.1% | +3,094.9% | -2,760.8% | -4.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling