-49.6%
ORCL vs EXR
+27.0%
-76.6%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +0.6% | +2.6% | +3.4% |
| 7D | +0.5% | +2.7% | -2.2% | +1.6% |
| 30D | -15.3% | +18.9% | -34.2% | -9.3% |
| 3M | -18.2% | +8.4% | -26.6% | -16.2% |
| 6M | -38.4% | +14.3% | -52.7% | -35.3% |
| YTD | -37.7% | +27.2% | -65.0% | -31.1% |
| All | -49.6% | +27.0% | -76.6% | -43.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling