+842.0%
CCI vs EXR
+2,662.2%
-1,820.3%
-76.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.2% | -0.6% | -1.3% |
| 7D | -0.4% | -2.6% | +2.2% | +0.7% |
| 30D | +2.7% | -7.2% | +9.9% | +6.1% |
| 3M | -18.2% | -3.5% | -14.7% | -16.9% |
| 6M | -14.8% | -5.3% | -9.5% | -12.8% |
| YTD | -12.6% | +9.4% | -21.9% | -15.9% |
| 1Y | -16.7% | +1.3% | -18.1% | -17.4% |
| 3Y | -10.5% | +22.4% | -32.9% | -19.4% |
| 5Y | -51.4% | -12.2% | -39.2% | -50.3% |
| 10Y | +20.0% | +148.6% | -128.5% | -22.3% |
| All | +842.0% | +2,662.2% | -1,820.3% | +116.6% |
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