+1,516.8%
XPO vs EXR
+144.7%
+1,372.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.5% | -0.5% | -2.0% |
| 7D | -0.9% | -3.1% | +2.1% | +0.3% |
| 30D | -8.1% | -7.5% | -0.6% | -5.2% |
| 3M | -19.0% | -7.5% | -11.5% | -16.6% |
| 6M | -5.2% | -5.2% | 0.0% | -3.3% |
| YTD | +35.6% | +6.5% | +29.1% | +32.1% |
| 1Y | +41.1% | -2.0% | +43.1% | +41.5% |
| 3Y | +157.9% | +21.5% | +136.4% | +133.5% |
| 5Y | +265.6% | -11.5% | +277.1% | +271.6% |
| 10Y | +1,516.8% | +148.0% | +1,368.8% | +1,180.7% |
| All | +1,516.8% | +144.7% | +1,372.1% | +1,180.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling