+149.9%
XLE vs EXR
-0.3%
+150.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.6% | +0.6% | +0.1% |
| 7D | -12.0% | +5.2% | -17.2% | -12.8% |
| 30D | -2.7% | +20.9% | -23.6% | -6.1% |
| 3M | +6.6% | +7.7% | -1.1% | +5.0% |
| 6M | +9.5% | +13.2% | -3.7% | +6.8% |
| YTD | +40.6% | +26.5% | +14.1% | +33.4% |
| 1Y | +43.6% | +27.2% | +16.4% | +36.0% |
| 3Y | +58.1% | +71.5% | -13.5% | +37.8% |
| All | +149.9% | -0.3% | +150.3% | +130.1% |
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