+12,954.6%
LRCX vs EXR
+3,081.1%
+9,873.5%
-75.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.2% | -3.6% | -3.4% |
| 7D | +12.7% | -0.4% | +13.1% | +12.9% |
| 30D | -21.3% | +18.2% | -39.5% | -26.8% |
| 3M | -32.9% | +7.3% | -40.2% | -35.3% |
| 6M | -23.4% | +13.8% | -37.2% | -28.6% |
| YTD | +32.4% | +25.9% | +6.4% | +18.1% |
| 1Y | +48.0% | +25.8% | +22.2% | +32.0% |
| 3Y | +243.9% | +53.7% | +190.2% | +173.4% |
| 5Y | +280.6% | -1.8% | +282.4% | +260.8% |
| 10Y | +2,547.5% | +214.5% | +2,333.0% | +1,338.1% |
| All | +12,954.6% | +3,081.1% | +9,873.5% | +2,369.8% |
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