+66.0%
CCI vs EXR
+216.9%
-150.9%
-59.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.1% |
| 7D | +3.2% | +1.7% | +1.5% | +2.3% |
| 30D | +12.2% | +18.0% | -5.9% | +2.8% |
| 3M | +23.1% | +9.7% | +13.5% | +17.3% |
| 6M | +1.3% | +13.4% | -12.2% | -5.3% |
| YTD | +4.5% | +26.3% | -21.8% | -7.5% |
| 1Y | +2.3% | +27.6% | -25.2% | -10.0% |
| 3Y | +9.8% | +52.2% | -42.4% | -13.6% |
| 5Y | -36.5% | -1.1% | -35.4% | -39.0% |
| All | +66.0% | +216.9% | -150.9% | -4.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling