+1,298.7%
CRDO vs EXR
-14.9%
+1,313.6%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.8% | +1.5% |
| 7D | -4.5% | -1.2% | -3.3% | -4.3% |
| 30D | -39.2% | -6.2% | -33.0% | -38.5% |
| 3M | -38.5% | -7.4% | -31.1% | -37.9% |
| 6M | +40.6% | -0.5% | +41.1% | +39.5% |
| YTD | +13.2% | +8.1% | +5.2% | +9.6% |
| 1Y | +2.3% | -2.9% | +5.1% | +1.5% |
| 3Y | +942.5% | +22.9% | +919.6% | +800.0% |
| All | +1,298.7% | -14.9% | +1,313.6% | +1,314.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling