+1,038.1%
RRX vs EXR
+3,081.1%
-2,043.0%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +0.2% | -2.5% | -2.4% |
| 7D | +4.3% | -0.4% | +4.8% | +4.6% |
| 30D | +12.3% | +18.2% | -5.9% | +3.9% |
| 3M | +3.7% | +7.3% | -3.7% | 0.0% |
| 6M | -13.9% | +13.8% | -27.7% | -19.6% |
| YTD | +26.5% | +25.9% | +0.5% | +12.8% |
| 1Y | +29.3% | +25.8% | +3.5% | +15.4% |
| 3Y | +65.6% | +53.7% | +11.8% | +32.6% |
| 5Y | +10.6% | -1.8% | +12.4% | +5.9% |
| 10Y | +202.9% | +214.5% | -11.7% | +60.4% |
| All | +1,038.1% | +3,081.1% | -2,043.0% | +84.0% |
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