+15.5%
SBUX vs EXR
+23.6%
-8.2%
-32.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -0.1% | -2.3% | -2.3% |
| 7D | -3.9% | -0.7% | -3.2% | -3.7% |
| 30D | -2.8% | -6.9% | +4.1% | -0.8% |
| 3M | +8.2% | -3.0% | +11.2% | +9.1% |
| 6M | +4.3% | -2.9% | +7.2% | +4.8% |
| YTD | +23.3% | +9.3% | +14.1% | +19.7% |
| 1Y | +24.3% | -0.9% | +25.2% | +23.7% |
| 3Y | +15.5% | +24.7% | -9.2% | +9.5% |
| All | +15.5% | +23.6% | -8.2% | +9.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling