+1,596.2%
CPAY vs EXR
+1,535.7%
+60.5%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +10.6% |
| 3M | +8.7% | +7.3% | +1.4% | +5.8% |
| 6M | +39.5% | +13.8% | +25.7% | +32.8% |
| YTD | +53.6% | +25.9% | +27.7% | +40.3% |
| 1Y | +63.3% | +25.8% | +37.5% | +49.1% |
| 3Y | +101.7% | +53.7% | +48.0% | +68.3% |
| 5Y | +91.4% | -1.8% | +93.1% | +84.5% |
| 10Y | +221.7% | +214.5% | +7.1% | +100.2% |
| All | +1,596.2% | +1,535.7% | +60.5% | +445.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling