+1,747.1%
NXPI vs EXR
+1,469.9%
+277.2%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.2% | +2.5% | +1.8% |
| 7D | +1.9% | -2.6% | +4.5% | +3.1% |
| 30D | -1.4% | -7.2% | +5.8% | +2.1% |
| 3M | -29.1% | -3.5% | -25.6% | -28.4% |
| 6M | +6.2% | -5.3% | +11.5% | +8.1% |
| YTD | +5.9% | +9.4% | -3.5% | +0.3% |
| 1Y | +2.9% | +1.3% | +1.6% | +0.8% |
| 3Y | +14.5% | +22.4% | -7.9% | 0.0% |
| 5Y | +17.1% | -12.2% | +29.3% | +17.6% |
| 10Y | +193.4% | +148.6% | +44.8% | +54.2% |
| All | +1,747.1% | +1,469.9% | +277.2% | +67.2% |
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