+45.3%
XOP vs EXR
+28.1%
+17.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +3.1% | -9.5% | -5.7% |
| 7D | -10.5% | +11.3% | -21.8% | -8.6% |
| 30D | -4.3% | +21.2% | -25.5% | -0.8% |
| 3M | +4.7% | +8.7% | -4.0% | +6.5% |
| 6M | -0.1% | +18.2% | -18.3% | +3.2% |
| YTD | +43.8% | +27.9% | +15.9% | +45.2% |
| 1Y | +45.3% | +28.3% | +16.9% | +47.5% |
| All | +45.3% | +28.1% | +17.2% | +47.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling