+42.9%
XOP vs EXR
+25.3%
+17.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +0.2% | +0.7% | +1.0% |
| 7D | +6.3% | -0.4% | +6.8% | +6.2% |
| 30D | -6.6% | +18.2% | -24.8% | -3.4% |
| 3M | +3.6% | +7.3% | -3.8% | +5.1% |
| 6M | +10.8% | +13.8% | -3.1% | +13.8% |
| YTD | +48.3% | +25.9% | +22.3% | +49.0% |
| 1Y | +42.9% | +25.8% | +17.1% | +44.4% |
| All | +42.9% | +25.3% | +17.7% | +44.4% |
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