-25.3%
CRCL vs EXR
+13.4%
-38.7%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.6% |
| 7D | -8.4% | -0.4% | -7.9% | -8.3% |
| 30D | -21.8% | +18.2% | -40.0% | -24.8% |
| 3M | -17.5% | +7.3% | -24.8% | -19.2% |
| 6M | -50.9% | +13.8% | -64.7% | -52.6% |
| YTD | -21.6% | +25.9% | -47.5% | -27.1% |
| 1Y | -24.5% | +25.8% | -50.3% | -29.9% |
| All | -25.3% | +13.4% | -38.7% | -24.5% |
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