+1,340.4%
CRWD vs EXR
+64.0%
+1,276.4%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.6% | -0.1% | +0.3% |
| 7D | -2.8% | -3.2% | +0.4% | -1.8% |
| 30D | -5.9% | -6.9% | +1.0% | -3.8% |
| 3M | +29.0% | -7.8% | +36.8% | +31.9% |
| 6M | +91.5% | -4.9% | +96.3% | +93.0% |
| YTD | +78.2% | +7.2% | +71.1% | +71.6% |
| 1Y | +96.6% | -1.5% | +98.1% | +94.4% |
| 3Y | +397.0% | +22.3% | +374.7% | +335.0% |
| 5Y | +218.9% | -10.9% | +229.8% | +216.3% |
| All | +1,340.4% | +64.0% | +1,276.4% | +1,129.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling