+3.4%
CNC vs EXR
-13.9%
+17.3%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.5% | +1.7% | -0.2% |
| 7D | -4.9% | -3.1% | -1.8% | -4.2% |
| 30D | -3.8% | -7.5% | +3.8% | -2.1% |
| 3M | -3.2% | -7.5% | +4.3% | -1.6% |
| 6M | +47.9% | -5.2% | +53.1% | +49.2% |
| YTD | +55.7% | +6.5% | +49.2% | +52.8% |
| 1Y | +106.2% | -2.0% | +108.3% | +106.1% |
| 3Y | -2.1% | +21.5% | -23.6% | -7.9% |
| 5Y | +3.4% | -11.5% | +14.9% | +8.4% |
| All | +3.4% | -13.9% | +17.3% | +8.4% |
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