+853.0%
XLI vs EXR
+3,095.3%
-2,242.3%
-62.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.2% | +1.2% | +1.3% |
| 7D | +0.9% | -1.1% | +2.0% | +1.3% |
| 30D | +1.1% | +18.8% | -17.7% | -5.0% |
| 3M | -7.7% | +9.9% | -17.6% | -10.9% |
| 6M | -1.8% | +12.6% | -14.4% | -6.3% |
| YTD | +11.1% | +26.5% | -15.4% | +1.6% |
| 1Y | +12.1% | +24.5% | -12.4% | +3.0% |
| 3Y | +73.8% | +52.4% | +21.4% | +45.0% |
| 5Y | +73.8% | -1.5% | +75.3% | +65.6% |
| 10Y | +231.7% | +216.0% | +15.8% | +98.2% |
| All | +853.0% | +3,095.3% | -2,242.3% | +120.9% |
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