-2.8%
CNC vs EXR
+24.5%
-27.3%
-68.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | -0.1% | -3.6% | -3.7% |
| 7D | -1.0% | -0.7% | -0.3% | -0.9% |
| 30D | -1.8% | -6.9% | +5.1% | -0.6% |
| 3M | -0.7% | -3.0% | +2.3% | -0.2% |
| 6M | +47.9% | -2.9% | +50.9% | +48.3% |
| YTD | +56.9% | +9.3% | +47.7% | +54.0% |
| 1Y | +123.9% | -0.9% | +124.9% | +122.4% |
| All | -2.8% | +24.5% | -27.3% | -3.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling