-21.9%
CPNG vs EXR
+21.4%
-43.3%
-56.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.2% |
| 7D | -7.6% | -3.1% | -4.5% | -7.0% |
| 30D | -8.8% | -7.5% | -1.3% | -7.4% |
| 3M | -7.2% | -7.5% | +0.3% | -6.1% |
| 6M | -21.5% | -5.2% | -16.3% | -21.1% |
| YTD | -37.4% | +6.5% | -43.9% | -38.7% |
| 1Y | -54.3% | -2.0% | -52.3% | -54.5% |
| All | -21.9% | +21.4% | -43.3% | -16.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling