+948.3%
RRX vs EXR
+2,662.2%
-1,713.9%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | +3.4% | -2.6% | +6.0% | +4.7% |
| 30D | -11.1% | -7.2% | -3.9% | -8.1% |
| 3M | -23.7% | -3.5% | -20.2% | -23.0% |
| 6M | -22.0% | -5.3% | -16.7% | -20.4% |
| YTD | +16.5% | +9.4% | +7.1% | +11.1% |
| 1Y | +11.5% | +1.3% | +10.2% | +9.9% |
| 3Y | +1.5% | +22.4% | -20.9% | -9.8% |
| 5Y | +18.3% | -12.2% | +30.5% | +19.5% |
| 10Y | +209.8% | +148.6% | +61.2% | +82.8% |
| All | +948.3% | +2,662.2% | -1,713.9% | +81.2% |
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