+64.2%
CLBK vs EXR
+114.6%
-50.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -2.5% | +1.2% | -0.6% |
| 7D | -1.5% | -3.1% | +1.6% | -0.7% |
| 30D | +6.7% | -7.5% | +14.2% | +8.8% |
| 3M | +21.2% | -7.5% | +28.7% | +23.5% |
| 6M | +42.0% | -5.2% | +47.2% | +43.6% |
| YTD | +63.3% | +6.5% | +56.8% | +60.3% |
| 1Y | +65.4% | -2.0% | +67.4% | +65.5% |
| 3Y | +52.5% | +21.5% | +30.9% | +43.1% |
| 5Y | +42.0% | -11.5% | +53.5% | +40.1% |
| All | +64.2% | +114.6% | -50.4% | +37.0% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling