+22.4%
SBUX vs EXR
-2.8%
+25.2%
-14.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -2.5% | +0.6% | -0.8% |
| 7D | -6.3% | -3.1% | -3.2% | -5.0% |
| 30D | -3.9% | -7.5% | +3.7% | -0.6% |
| 3M | +3.3% | -7.5% | +10.8% | +6.6% |
| 6M | +1.4% | -5.2% | +6.6% | +2.9% |
| YTD | +21.0% | +6.5% | +14.4% | +13.5% |
| 1Y | +22.4% | -2.0% | +24.4% | +18.1% |
| All | +22.4% | -2.8% | +25.2% | +18.1% |
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