+152.9%
RRC vs EXR
-10.8%
+163.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -0.1% | -0.2% | -0.2% |
| 7D | -1.2% | -0.7% | -0.5% | -1.0% |
| 30D | +9.4% | -6.9% | +16.4% | +11.9% |
| 3M | +7.4% | -3.0% | +10.4% | +8.2% |
| 6M | +1.5% | -2.9% | +4.4% | +1.8% |
| YTD | +19.4% | +9.3% | +10.1% | +14.6% |
| 1Y | +24.2% | -0.9% | +25.2% | +23.3% |
| 3Y | +32.8% | +24.7% | +8.1% | +15.8% |
| 5Y | +152.9% | -11.7% | +164.6% | +154.0% |
| All | +152.9% | -10.8% | +163.7% | +154.0% |
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