+60.3%
CLBK vs EXR
+153.7%
-93.4%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | +0.9% | -0.4% | +1.3% | +1.0% |
| 30D | +3.4% | +18.2% | -14.8% | -0.9% |
| 3M | -4.3% | +7.3% | -11.6% | -6.1% |
| 6M | +28.4% | +13.8% | +14.5% | +24.0% |
| YTD | +59.4% | +25.9% | +33.5% | +49.9% |
| 1Y | +64.8% | +25.8% | +39.0% | +55.0% |
| 3Y | +50.6% | +53.7% | -3.1% | +33.6% |
| 5Y | +28.3% | -1.8% | +30.0% | +23.5% |
| All | +60.3% | +153.7% | -93.4% | +28.2% |
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