-7.4%
CNC vs EXR
-2.2%
-5.2%
-74.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.6% | +0.3% | -0.1% |
| 7D | -5.3% | -1.2% | -4.1% | -5.0% |
| 30D | +2.0% | +18.3% | -16.2% | -2.0% |
| 3M | +4.8% | +9.1% | -4.3% | +2.6% |
| 6M | +18.5% | +11.7% | +6.7% | +15.1% |
| YTD | +70.8% | +25.7% | +45.1% | +60.9% |
| 1Y | +94.1% | +24.9% | +69.2% | +83.3% |
| 3Y | -2.2% | +51.4% | -53.7% | -13.4% |
| 5Y | -7.4% | -1.9% | -5.4% | -9.7% |
| All | -7.4% | -2.2% | -5.2% | -9.7% |
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