+15.6%
CRCL vs EXR
-1.6%
+17.1%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -0.1% | -5.7% | -5.7% |
| 7D | +7.5% | -0.7% | +8.2% | +7.6% |
| 30D | +44.3% | -6.9% | +51.2% | +46.1% |
| 3M | +16.5% | -3.0% | +19.5% | +16.6% |
| 6M | -5.6% | -2.9% | -2.7% | -6.0% |
| YTD | +21.3% | +9.3% | +12.0% | +16.6% |
| 1Y | -14.5% | -0.9% | -13.5% | -16.3% |
| All | +15.6% | -1.6% | +17.1% | +20.7% |
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