+149.4%
CPAY vs EXR
+149.6%
-0.2%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.4% |
| 7D | -2.7% | -3.2% | +0.5% | -1.5% |
| 30D | +0.6% | -6.9% | +7.5% | +3.2% |
| 3M | +17.0% | -7.8% | +24.8% | +20.5% |
| 6M | +24.1% | -4.9% | +29.0% | +26.0% |
| YTD | +35.7% | +7.2% | +28.6% | +31.6% |
| 1Y | +34.0% | -1.5% | +35.5% | +34.0% |
| 3Y | +50.3% | +22.3% | +28.0% | +36.0% |
| 5Y | +56.7% | -10.9% | +67.6% | +56.5% |
| All | +149.4% | +149.6% | -0.2% | +82.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling