+8.0%
SBUX vs EXR
-0.5%
+8.4%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.6% |
| 7D | +4.8% | +2.7% | +2.1% | +3.9% |
| 30D | +20.6% | +18.9% | +1.6% | +13.2% |
| 3M | +4.3% | +8.4% | -4.1% | +1.2% |
| 6M | +5.5% | +14.3% | -8.8% | +0.3% |
| YTD | +32.3% | +27.2% | +5.1% | +20.6% |
| 1Y | +31.2% | +25.9% | +5.2% | +20.0% |
| 3Y | +14.8% | +54.6% | -39.8% | -5.6% |
| 5Y | +8.0% | -0.6% | +8.6% | +4.9% |
| All | +8.0% | -0.5% | +8.4% | +4.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling