+673.8%
STX vs EXR
+53.5%
+620.3%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.3% | -3.1% |
| 7D | +14.6% | -0.4% | +15.0% | +14.6% |
| 30D | -26.0% | +18.2% | -44.2% | -26.8% |
| 3M | -42.6% | +7.3% | -50.0% | -42.7% |
| 6M | -35.3% | +13.8% | -49.1% | -36.6% |
| YTD | +92.5% | +25.9% | +66.5% | +82.9% |
| 1Y | +102.4% | +25.8% | +76.6% | +92.2% |
| 3Y | +673.8% | +53.7% | +620.1% | +577.2% |
| All | +673.8% | +53.5% | +620.3% | +577.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling