+30.1%
CPAY vs EXR
+1.1%
+29.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.2% | +0.4% | -0.4% |
| 7D | +2.1% | -2.6% | +4.6% | +3.0% |
| 30D | +5.5% | -7.2% | +12.7% | +8.3% |
| 3M | +16.6% | -3.5% | +20.1% | +18.0% |
| 6M | +26.7% | -5.3% | +32.0% | +28.7% |
| YTD | +38.4% | +9.4% | +29.0% | +31.7% |
| 1Y | +30.1% | +1.3% | +28.8% | +27.7% |
| All | +30.1% | +1.1% | +29.1% | +27.7% |
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 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