+1,335.7%
CAH vs EXR
+3,090.1%
-1,754.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.1% |
| 7D | +9.4% | +1.7% | +7.7% | +9.0% |
| 30D | +16.5% | +18.0% | -1.5% | +11.9% |
| 3M | +17.0% | +9.7% | +7.3% | +14.3% |
| 6M | +51.4% | +13.4% | +37.9% | +46.6% |
| YTD | +36.0% | +26.3% | +9.7% | +27.8% |
| 1Y | +36.0% | +27.6% | +8.5% | +27.5% |
| 3Y | +177.5% | +52.2% | +125.3% | +143.0% |
| 5Y | +509.2% | -1.1% | +510.2% | +483.2% |
| 10Y | +408.1% | +216.8% | +191.3% | +245.9% |
| All | +1,335.7% | +3,090.1% | -1,754.4% | +365.4% |
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 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