+108.9%
RRC vs EXR
-0.3%
+109.3%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.6% | -2.3% | -2.7% |
| 7D | -10.8% | +5.2% | -16.0% | -12.3% |
| 30D | +22.3% | +20.9% | +1.4% | +14.8% |
| 3M | +26.6% | +7.7% | +18.9% | +23.3% |
| 6M | +18.9% | +13.2% | +5.8% | +13.6% |
| YTD | +39.2% | +26.5% | +12.7% | +26.9% |
| 1Y | +34.0% | +27.2% | +6.8% | +21.7% |
| 3Y | +42.0% | +71.5% | -29.5% | +6.3% |
| All | +108.9% | -0.3% | +109.3% | +96.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling