+200.5%
NXPI vs EXR
+215.3%
-14.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +0.6% | +2.7% | +3.1% |
| 7D | -0.3% | +2.7% | -3.0% | -1.3% |
| 30D | +12.7% | +18.9% | -6.2% | +5.8% |
| 3M | +7.5% | +8.4% | -0.9% | +4.2% |
| 6M | -12.3% | +14.3% | -26.6% | -17.0% |
| YTD | +19.7% | +27.2% | -7.6% | +8.6% |
| 1Y | +27.6% | +25.9% | +1.6% | +16.1% |
| 3Y | +50.0% | +54.6% | -4.7% | +25.7% |
| 5Y | +27.2% | -0.6% | +27.8% | +21.7% |
| 10Y | +200.5% | +208.5% | -8.0% | +136.4% |
| All | +200.5% | +215.3% | -14.8% | +136.4% |
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