+16.6%
CCI vs EXR
+147.0%
-130.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.1% | -1.2% | -1.2% |
| 7D | -1.3% | -0.7% | -0.6% | -0.9% |
| 30D | -0.9% | -6.9% | +6.0% | +2.9% |
| 3M | -17.5% | -3.0% | -14.5% | -16.2% |
| 6M | -15.2% | -2.9% | -12.2% | -13.9% |
| YTD | -13.7% | +9.3% | -23.0% | -17.5% |
| 1Y | -16.4% | -0.9% | -15.5% | -16.2% |
| 3Y | -11.2% | +24.7% | -35.9% | -22.5% |
| 5Y | -51.5% | -11.7% | -39.9% | -50.6% |
| 10Y | +16.6% | +148.4% | -131.8% | -25.1% |
| All | +16.6% | +147.0% | -130.4% | -25.1% |
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 2016-09-08 to 2026-09-08: 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling