+83.5%
CRL vs EXR
+28.1%
+55.4%
-33.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.1% | -10.3% | -8.0% |
| 7D | -12.8% | +11.3% | -24.0% | -15.4% |
| 30D | +5.0% | +21.2% | -16.2% | -1.2% |
| 3M | +39.4% | +8.7% | +30.6% | +36.4% |
| 6M | +89.4% | +18.2% | +71.1% | +78.9% |
| YTD | +63.6% | +27.9% | +35.6% | +47.5% |
| 1Y | +83.5% | +28.3% | +55.1% | +64.3% |
| All | +83.5% | +28.1% | +55.4% | +64.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling