+315.4%
XPO vs EXR
-1.3%
+316.7%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +0.9% | +0.4% |
| 7D | -1.5% | +1.7% | -3.3% | -2.3% |
| 30D | +2.6% | +18.0% | -15.5% | -5.1% |
| 3M | -6.1% | +9.7% | -15.8% | -10.2% |
| 6M | -8.0% | +13.4% | -21.4% | -13.7% |
| YTD | +38.5% | +26.3% | +12.2% | +23.8% |
| 1Y | +35.0% | +27.6% | +7.5% | +20.1% |
| 3Y | +126.5% | +52.2% | +74.3% | +79.2% |
| 5Y | +315.4% | -1.1% | +316.5% | +296.2% |
| All | +315.4% | -1.3% | +316.7% | +296.2% |
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