+9,088.5%
STX vs EXR
+3,094.9%
+5,993.6%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.6% | -0.6% | -1.0% |
| 7D | -28.5% | +5.2% | -33.7% | -30.0% |
| 30D | -42.9% | +20.9% | -63.8% | -47.2% |
| 3M | -45.9% | +7.7% | -53.6% | -47.8% |
| 6M | -41.3% | +13.2% | -54.5% | -45.2% |
| YTD | +67.9% | +26.5% | +41.5% | +49.3% |
| 1Y | +66.5% | +27.2% | +39.3% | +47.4% |
| 3Y | +588.0% | +71.5% | +516.4% | +421.6% |
| 5Y | +449.1% | +0.4% | +448.7% | +409.1% |
| 10Y | +1,982.8% | +225.2% | +1,757.7% | +1,001.0% |
| All | +9,088.5% | +3,094.9% | +5,993.6% | +1,594.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling