+28.4%
CLBK vs EXR
-0.5%
+28.8%
-42.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.6% | +1.6% | +2.0% |
| 7D | +1.8% | +2.7% | -0.9% | +1.1% |
| 30D | +5.1% | +18.9% | -13.9% | +0.6% |
| 3M | +5.2% | +8.4% | -3.2% | +3.0% |
| 6M | +28.6% | +14.3% | +14.3% | +24.1% |
| YTD | +61.4% | +27.2% | +34.2% | +51.7% |
| 1Y | +64.7% | +25.9% | +38.8% | +55.1% |
| 3Y | +55.1% | +54.6% | +0.5% | +38.5% |
| 5Y | +28.4% | -0.6% | +29.0% | +16.7% |
| All | +28.4% | -0.5% | +28.8% | +16.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling