+464.5%
RRC vs EXR
+3,114.4%
-2,649.9%
-97.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.6% | -0.3% | +0.1% |
| 7D | -10.3% | +2.7% | -13.0% | -11.2% |
| 30D | +19.5% | +18.9% | +0.5% | +12.4% |
| 3M | +27.9% | +8.4% | +19.6% | +24.1% |
| 6M | +21.2% | +14.3% | +6.9% | +15.1% |
| YTD | +39.6% | +27.2% | +12.3% | +26.9% |
| 1Y | +31.3% | +25.9% | +5.3% | +19.7% |
| 3Y | +51.9% | +54.6% | -2.7% | +25.5% |
| 5Y | +110.2% | -0.6% | +110.8% | +100.8% |
| 10Y | +56.7% | +208.5% | -151.9% | -8.4% |
| All | +464.5% | +3,114.4% | -2,649.9% | +11.2% |
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