+2,364.0%
CPRT vs EXR
+3,095.3%
-731.4%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.4% |
| 7D | -1.4% | -1.1% | -0.2% | -1.0% |
| 30D | +21.5% | +18.8% | +2.7% | +15.7% |
| 3M | +9.4% | +9.9% | -0.5% | +6.5% |
| 6M | -3.3% | +12.6% | -15.9% | -6.5% |
| YTD | -17.8% | +26.5% | -44.3% | -23.3% |
| 1Y | -22.2% | +24.5% | -46.7% | -27.1% |
| 3Y | -34.0% | +52.4% | -86.4% | -42.8% |
| 5Y | -15.4% | -1.5% | -13.9% | -18.0% |
| 10Y | +376.0% | +216.0% | +160.0% | +227.0% |
| All | +2,364.0% | +3,095.3% | -731.4% | +740.4% |
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