+32.2%
CCEP vs EXR
+27.0%
+5.2%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.6% | +0.6% | +0.9% |
| 7D | +1.7% | +2.7% | -1.0% | +0.5% |
| 30D | +12.7% | +18.9% | -6.2% | +4.6% |
| 3M | +8.5% | +8.4% | +0.1% | +4.6% |
| 6M | +25.6% | +14.3% | +11.3% | +18.2% |
| YTD | +30.9% | +27.2% | +3.7% | +19.5% |
| All | +32.2% | +27.0% | +5.2% | +20.5% |
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 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