+30.8%
RRC vs EXR
+27.0%
+3.8%
-25.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.3% |
| 7D | -10.3% | +2.7% | -13.0% | -10.2% |
| 30D | +19.5% | +18.9% | +0.5% | +20.1% |
| 3M | +27.9% | +8.4% | +19.6% | +28.1% |
| 6M | +21.2% | +14.3% | +6.9% | +22.0% |
| YTD | +39.6% | +27.2% | +12.3% | +39.0% |
| All | +30.8% | +27.0% | +3.8% | +31.4% |
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