+1,269.5%
SBUX vs EXR
+3,114.4%
-1,844.9%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +0.6% | +3.2% | +3.6% |
| 7D | +4.8% | +2.7% | +2.1% | +3.7% |
| 30D | +20.6% | +18.9% | +1.6% | +12.2% |
| 3M | +4.3% | +8.4% | -4.1% | +0.8% |
| 6M | +5.5% | +14.3% | -8.8% | -0.5% |
| YTD | +32.3% | +27.2% | +5.1% | +19.0% |
| 1Y | +31.2% | +25.9% | +5.2% | +18.5% |
| 3Y | +14.8% | +54.6% | -39.8% | -7.7% |
| 5Y | +8.0% | -0.6% | +8.6% | +2.3% |
| 10Y | +148.7% | +208.5% | -59.8% | +37.2% |
| All | +1,269.5% | +3,114.4% | -1,844.9% | +158.4% |
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