+153.7%
TECK vs EXR
-0.5%
+154.2%
-46.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.0% | +0.6% | +6.4% | +6.8% |
| 7D | +3.1% | +2.7% | +0.4% | +2.3% |
| 30D | -5.0% | +18.9% | -23.9% | -10.0% |
| 3M | -2.6% | +8.4% | -10.9% | -5.1% |
| 6M | 0.0% | +14.3% | -14.3% | -4.7% |
| YTD | +35.6% | +27.2% | +8.4% | +24.8% |
| 1Y | +58.1% | +25.9% | +32.2% | +45.8% |
| 3Y | +93.3% | +54.6% | +38.7% | +64.0% |
| 5Y | +153.7% | -0.6% | +154.3% | +131.2% |
| All | +153.7% | -0.5% | +154.2% | +131.2% |
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 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