+1,019.5%
STX vs EXR
-11.8%
+1,031.4%
-57.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | -1.2% | +7.6% | +6.7% |
| 7D | +2.4% | -2.6% | +4.9% | +3.0% |
| 30D | +1.4% | -7.2% | +8.6% | +3.3% |
| 3M | -8.2% | -3.5% | -4.7% | -8.3% |
| 6M | +127.0% | -5.3% | +132.3% | +127.6% |
| YTD | +209.1% | +9.4% | +199.8% | +195.1% |
| 1Y | +365.4% | +1.3% | +364.1% | +352.7% |
| 3Y | +1,135.4% | +22.4% | +1,113.0% | +992.8% |
| All | +1,019.5% | -11.8% | +1,031.4% | +1,003.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling