-51.2%
CPNG vs EXR
-13.9%
-37.3%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -2.5% | +2.2% | +0.6% |
| 7D | -7.6% | -3.1% | -4.5% | -6.5% |
| 30D | -8.8% | -7.5% | -1.3% | -6.1% |
| 3M | -7.2% | -7.5% | +0.3% | -4.9% |
| 6M | -21.5% | -5.2% | -16.3% | -20.6% |
| YTD | -37.4% | +6.5% | -43.9% | -39.7% |
| 1Y | -54.3% | -2.0% | -52.3% | -54.6% |
| 3Y | -20.3% | +21.5% | -41.8% | -30.5% |
| 5Y | -51.2% | -11.5% | -39.7% | -48.5% |
| All | -51.2% | -13.9% | -37.3% | -48.5% |
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 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