-5.1%
CORZ vs EXR
+25.0%
-30.2%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -0.6% | -0.7% | -1.5% |
| 7D | +26.4% | -1.2% | +27.6% | +25.8% |
| 30D | -6.8% | +18.3% | -25.1% | -1.8% |
| 3M | -31.1% | +9.1% | -40.2% | -29.2% |
| 6M | -36.9% | +11.7% | -48.7% | -35.4% |
| YTD | -1.2% | +25.7% | -26.9% | +2.5% |
| All | -5.1% | +25.0% | -30.2% | -1.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling