-34.2%
CPRT vs EXR
+53.5%
-87.7%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.2% | -0.7% | -0.6% |
| 7D | -0.4% | -0.4% | +0.1% | -0.3% |
| 30D | +21.2% | +18.2% | +3.0% | +16.0% |
| 3M | +8.3% | +7.3% | +1.0% | +6.2% |
| 6M | -3.4% | +13.8% | -17.2% | -6.4% |
| YTD | -18.7% | +25.9% | -44.6% | -23.1% |
| 1Y | -23.5% | +25.8% | -49.3% | -27.7% |
| 3Y | -34.2% | +53.7% | -87.9% | -39.9% |
| All | -34.2% | +53.5% | -87.7% | -39.9% |
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