-33.1%
CPRT vs EXR
+0.3%
-33.5%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -0.1% | -3.3% | -3.3% |
| 7D | +0.4% | -0.7% | +1.1% | +0.6% |
| 30D | +9.9% | -6.9% | +16.9% | +12.4% |
| 3M | +5.6% | -3.0% | +8.6% | +7.1% |
| 6M | -13.6% | -2.9% | -10.7% | -12.7% |
| YTD | -16.7% | +9.3% | -26.0% | -17.6% |
| 1Y | -33.1% | -0.9% | -32.2% | -32.8% |
| All | -33.1% | +0.3% | -33.5% | -32.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling