+18.3%
CCI vs EXR
+147.0%
-128.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.2% | +0.2% |
| 7D | +0.2% | -0.7% | +0.9% | +0.5% |
| 30D | +0.5% | -6.9% | +7.4% | +4.4% |
| 3M | -16.3% | -3.0% | -13.3% | -14.9% |
| 6M | -13.9% | -2.9% | -11.0% | -12.7% |
| YTD | -12.4% | +9.3% | -21.7% | -16.3% |
| 1Y | -15.2% | -0.9% | -14.2% | -15.0% |
| 3Y | -9.9% | +24.7% | -34.6% | -21.3% |
| 5Y | -50.8% | -11.7% | -39.2% | -49.9% |
| 10Y | +18.3% | +148.4% | -130.1% | -24.1% |
| All | +18.3% | +147.0% | -128.7% | -24.1% |
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 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