+365.4%
STX vs EXR
+1.1%
+364.3%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.6% | +5.8% |
| 7D | +2.4% | -2.6% | +4.9% | +1.1% |
| 30D | +1.4% | -7.2% | +8.6% | -2.1% |
| 3M | -8.2% | -3.5% | -4.7% | -9.9% |
| 6M | +127.0% | -5.3% | +132.3% | +117.6% |
| YTD | +209.1% | +9.4% | +199.8% | +207.7% |
| 1Y | +365.4% | +1.3% | +364.1% | +326.9% |
| All | +365.4% | +1.1% | +364.3% | +326.9% |
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