+274.2%
XPO vs EXR
-10.8%
+285.0%
-51.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.1% | -1.5% | -1.5% |
| 7D | +2.7% | -0.7% | +3.4% | +3.0% |
| 30D | -6.2% | -6.9% | +0.8% | -3.0% |
| 3M | -15.4% | -3.0% | -12.4% | -14.4% |
| 6M | +0.7% | -2.9% | +3.7% | +1.8% |
| YTD | +39.8% | +9.3% | +30.6% | +33.9% |
| 1Y | +43.3% | -0.9% | +44.2% | +42.9% |
| 3Y | +166.0% | +24.7% | +141.3% | +131.8% |
| 5Y | +274.2% | -11.7% | +285.9% | +283.5% |
| All | +274.2% | -10.8% | +285.0% | +283.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling