+12,362.7%
XPO vs EXR
+2,662.2%
+9,700.4%
-69.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.2% | +5.7% | +4.8% |
| 7D | +2.4% | -2.6% | +5.0% | +3.0% |
| 30D | -3.5% | -7.2% | +3.7% | -1.9% |
| 3M | -11.9% | -3.5% | -8.4% | -11.3% |
| 6M | -10.0% | -5.3% | -4.7% | -8.9% |
| YTD | +42.1% | +9.4% | +32.7% | +39.2% |
| 1Y | +47.6% | +1.3% | +46.3% | +46.8% |
| 3Y | +153.6% | +22.4% | +131.2% | +140.5% |
| 5Y | +266.5% | -12.2% | +278.7% | +271.4% |
| 10Y | +1,460.4% | +148.6% | +1,311.9% | +1,201.4% |
| All | +12,362.7% | +2,662.2% | +9,700.4% | +8,110.4% |
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 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