+47.3%
CSX vs EXR
+26.0%
+21.3%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -0.8% | +1.9% | +1.5% |
| 7D | +0.7% | +1.7% | -1.0% | +0.1% |
| 30D | +8.1% | +18.0% | -10.0% | +1.8% |
| 3M | +2.2% | +9.7% | -7.5% | -1.3% |
| 6M | +14.6% | +13.4% | +1.2% | +9.1% |
| YTD | +42.2% | +26.3% | +15.9% | +30.5% |
| 1Y | +47.3% | +27.6% | +19.8% | +34.5% |
| All | +47.3% | +26.0% | +21.3% | +34.5% |
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 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