+12,098.1%
XPO vs EXR
+3,095.3%
+9,002.8%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.3% | +0.4% |
| 7D | +0.5% | -1.1% | +1.6% | +0.8% |
| 30D | +4.7% | +18.8% | -14.1% | +0.6% |
| 3M | -7.1% | +9.9% | -17.0% | -9.2% |
| 6M | -6.3% | +12.6% | -18.9% | -9.0% |
| YTD | +39.1% | +26.5% | +12.6% | +31.6% |
| 1Y | +36.7% | +24.5% | +12.2% | +29.9% |
| 3Y | +127.4% | +52.4% | +75.0% | +105.3% |
| 5Y | +315.0% | -1.5% | +316.5% | +308.7% |
| 10Y | +1,263.5% | +216.0% | +1,047.5% | +984.0% |
| All | +12,098.1% | +3,095.3% | +9,002.8% | +7,664.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling