+26.0%
C vs EXR
+28.1%
-2.0%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.1% | -1.4% | +1.2% |
| 7D | +1.1% | +11.3% | -10.2% | -0.6% |
| 30D | -2.4% | +21.2% | -23.6% | -5.3% |
| 3M | -8.4% | +8.7% | -17.1% | -9.8% |
| 6M | +0.3% | +18.2% | -17.9% | -3.2% |
| YTD | +9.1% | +27.9% | -18.8% | +4.2% |
| 1Y | +26.0% | +28.3% | -2.3% | +20.2% |
| All | +26.0% | +28.1% | -2.0% | +20.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling