+94.1%
CRH vs EXR
-10.8%
+105.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +0.9% | +0.1% | +0.7% |
| 7D | -6.1% | -1.2% | -4.9% | -5.7% |
| 30D | -9.3% | -6.2% | -3.1% | -7.1% |
| 3M | -15.2% | -7.4% | -7.8% | -12.8% |
| 6M | -14.2% | -0.5% | -13.7% | -14.0% |
| YTD | -28.3% | +8.1% | -36.3% | -30.4% |
| 1Y | -21.8% | -2.9% | -18.9% | -21.3% |
| 3Y | +71.6% | +22.9% | +48.7% | +55.3% |
| All | +94.1% | -10.8% | +105.0% | +93.5% |
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 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