+123.8%
STX vs EXR
+28.1%
+95.7%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +3.1% | -11.2% | -6.3% |
| 7D | -20.2% | +11.3% | -31.4% | -15.1% |
| 30D | -37.2% | +21.2% | -58.4% | -30.2% |
| 3M | -34.1% | +8.7% | -42.8% | -29.9% |
| 6M | -24.5% | +18.2% | -42.7% | -19.7% |
| YTD | +102.9% | +27.9% | +75.0% | +105.6% |
| 1Y | +123.8% | +28.3% | +95.5% | +122.9% |
| All | +123.8% | +28.1% | +95.7% | +122.9% |
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 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