+509.2%
CAH vs EXR
-1.3%
+510.5%
-21.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.0% |
| 7D | +9.4% | +1.7% | +7.7% | +9.2% |
| 30D | +16.5% | +18.0% | -1.5% | +14.3% |
| 3M | +17.0% | +9.7% | +7.3% | +15.7% |
| 6M | +51.4% | +13.4% | +37.9% | +49.1% |
| YTD | +36.0% | +26.3% | +9.7% | +32.2% |
| 1Y | +36.0% | +27.6% | +8.5% | +32.0% |
| 3Y | +177.5% | +52.2% | +125.3% | +159.0% |
| 5Y | +509.2% | -1.1% | +510.2% | +496.8% |
| All | +509.2% | -1.3% | +510.5% | +496.8% |
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