-22.6%
CLX vs EXR
-1.8%
-20.9%
-49.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.2% | +1.0% | +1.1% |
| 7D | +9.5% | -0.4% | +9.9% | +9.6% |
| 30D | +30.7% | +18.2% | +12.5% | +25.3% |
| 3M | +4.2% | +7.3% | -3.1% | +2.3% |
| 6M | +22.1% | +13.8% | +8.3% | +18.3% |
| YTD | +14.1% | +25.9% | -11.9% | +8.1% |
| 1Y | +10.3% | +25.8% | -15.5% | +4.5% |
| 3Y | -7.8% | +53.7% | -61.5% | -16.7% |
| All | -22.6% | -1.8% | -20.9% | -23.0% |
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 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