+1,369.7%
CRWD vs EXR
+67.4%
+1,302.3%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.5% |
| 7D | -2.4% | -2.6% | +0.1% | -1.6% |
| 30D | +1.5% | -7.2% | +8.7% | +3.9% |
| 3M | +18.5% | -3.5% | +22.0% | +19.5% |
| 6M | +109.1% | -5.3% | +114.4% | +111.1% |
| YTD | +81.8% | +9.4% | +72.5% | +74.0% |
| 1Y | +106.7% | +1.3% | +105.3% | +102.4% |
| 3Y | +428.7% | +22.4% | +406.3% | +363.4% |
| 5Y | +206.4% | -12.2% | +218.6% | +204.7% |
| All | +1,369.7% | +67.4% | +1,302.3% | +1,146.8% |
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