+95.2%
CNC vs EXR
+151.8%
-56.6%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | -0.9% | -1.2% | +0.2% | -0.6% |
| 30D | -1.0% | -6.2% | +5.2% | +0.6% |
| 3M | +4.5% | -7.4% | +11.9% | +6.4% |
| 6M | +85.2% | -0.5% | +85.8% | +85.0% |
| YTD | +61.4% | +8.1% | +53.3% | +57.6% |
| 1Y | +94.9% | -2.9% | +97.8% | +95.3% |
| 3Y | 0.0% | +22.9% | -22.9% | -7.4% |
| 5Y | +11.2% | -10.2% | +21.4% | +10.5% |
| All | +95.2% | +151.8% | -56.6% | +57.7% |
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 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