+1,393.8%
CPAY vs EXR
+1,319.4%
+74.4%
-50.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.2% | -2.2% |
| 7D | +0.6% | -0.7% | +1.2% | +0.8% |
| 30D | +3.6% | -6.9% | +10.5% | +6.3% |
| 3M | +16.6% | -3.0% | +19.6% | +17.9% |
| 6M | +29.5% | -2.9% | +32.4% | +30.5% |
| YTD | +35.3% | +9.3% | +26.0% | +30.2% |
| 1Y | +30.6% | -0.9% | +31.6% | +30.3% |
| 3Y | +49.7% | +24.7% | +25.0% | +34.7% |
| 5Y | +54.4% | -11.7% | +66.1% | +54.7% |
| 10Y | +142.8% | +148.4% | -5.6% | +64.3% |
| All | +1,393.8% | +1,319.4% | +74.4% | +406.4% |
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