-42.9%
CORZ vs EXR
+26.1%
-69.0%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.6% | +3.9% | +3.1% |
| 7D | -11.2% | +5.2% | -16.4% | -9.4% |
| 30D | -26.2% | +20.9% | -47.1% | -21.5% |
| 3M | -44.1% | +7.7% | -51.8% | -42.7% |
| 6M | -52.3% | +13.2% | -65.4% | -51.0% |
| YTD | -19.2% | +26.5% | -45.7% | -15.8% |
| 1Y | -42.9% | +27.2% | -70.1% | -40.4% |
| All | -42.9% | +26.1% | -69.0% | -40.4% |
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 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