+1,016.6%
CCI vs EXR
+3,094.9%
-2,078.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.6% | -0.6% | -2.0% | -2.3% |
| 7D | -0.1% | +5.2% | -5.3% | -2.3% |
| 30D | +28.4% | +20.9% | +7.5% | +18.1% |
| 3M | +20.0% | +7.7% | +12.3% | +16.1% |
| 6M | +0.8% | +13.2% | -12.4% | -4.6% |
| YTD | +3.6% | +26.5% | -22.9% | -6.5% |
| 1Y | +6.1% | +27.2% | -21.1% | -4.6% |
| 3Y | +7.2% | +71.5% | -64.3% | -16.6% |
| 5Y | -37.0% | +0.4% | -37.4% | -39.2% |
| 10Y | +54.2% | +225.2% | -171.0% | -10.7% |
| All | +1,016.6% | +3,094.9% | -2,078.3% | +140.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling