+163.3%
XPO vs EXR
+24.9%
+138.4%
-42.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +5.0% |
| 7D | +2.4% | -2.6% | +5.0% | +3.5% |
| 30D | -3.5% | -7.2% | +3.7% | -0.5% |
| 3M | -11.9% | -3.5% | -8.4% | -10.8% |
| 6M | -10.0% | -5.3% | -4.7% | -8.2% |
| YTD | +42.1% | +9.4% | +32.7% | +36.9% |
| 1Y | +47.6% | +1.3% | +46.3% | +45.7% |
| All | +163.3% | +24.9% | +138.4% | +155.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling