+3,621.5%
STX vs EXR
+144.7%
+3,476.8%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -2.5% | +0.5% | -1.4% |
| 7D | +9.6% | -3.1% | +12.6% | +10.5% |
| 30D | +10.6% | -7.5% | +18.1% | +12.9% |
| 3M | +4.8% | -7.5% | +12.3% | +6.1% |
| 6M | +137.3% | -5.2% | +142.4% | +137.9% |
| YTD | +222.5% | +6.5% | +216.0% | +211.3% |
| 1Y | +366.2% | -2.0% | +368.2% | +359.4% |
| 3Y | +1,352.9% | +21.5% | +1,331.4% | +1,207.9% |
| 5Y | +1,077.4% | -11.5% | +1,089.0% | +1,059.7% |
| 10Y | +3,621.5% | +148.0% | +3,473.5% | +2,773.7% |
| All | +3,621.5% | +144.7% | +3,476.8% | +2,773.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling