+91.3%
CPAY vs EXR
-1.8%
+93.0%
-37.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.2% | +1.2% | +1.3% |
| 7D | +1.6% | -0.4% | +2.0% | +1.7% |
| 30D | +17.6% | +18.2% | -0.6% | +9.7% |
| 3M | +8.7% | +7.3% | +1.4% | +5.4% |
| 6M | +39.5% | +13.8% | +25.7% | +31.9% |
| YTD | +53.6% | +25.9% | +27.7% | +38.4% |
| 1Y | +63.3% | +25.8% | +37.5% | +47.2% |
| 3Y | +101.7% | +53.7% | +48.0% | +61.8% |
| All | +91.3% | -1.8% | +93.0% | +73.8% |
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