+566.8%
CIEN vs EXR
+24.9%
+541.9%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.3% | +1.4% |
| 7D | -15.2% | -2.6% | -12.6% | -14.7% |
| 30D | -21.5% | -7.2% | -14.3% | -20.2% |
| 3M | -40.1% | -3.5% | -36.6% | -40.0% |
| 6M | -6.6% | -5.3% | -1.3% | -6.3% |
| YTD | +37.3% | +9.4% | +27.9% | +32.9% |
| 1Y | +174.5% | +1.3% | +173.2% | +170.0% |
| All | +566.8% | +24.9% | +541.9% | +518.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling