-2.7%
SBUX vs EXR
-10.8%
+8.1%
-40.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -0.4% |
| 3M | +8.2% | -3.0% | +11.2% | +9.2% |
| 6M | +4.3% | -2.9% | +7.2% | +5.0% |
| YTD | +23.3% | +9.3% | +14.1% | +19.0% |
| 1Y | +24.3% | -0.9% | +25.2% | +23.9% |
| 3Y | +15.5% | +24.7% | -9.2% | +3.5% |
| 5Y | -2.7% | -11.7% | +9.0% | +0.9% |
| All | -2.7% | -10.8% | +8.1% | +0.9% |
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