+30.4%
CASY vs EXR
+27.0%
+3.4%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.6% | 0.0% | +0.4% |
| 7D | +3.6% | +2.7% | +0.9% | +2.6% |
| 30D | +7.2% | +18.9% | -11.7% | +0.7% |
| 3M | -16.9% | +8.4% | -25.3% | -19.7% |
| 6M | -19.3% | +14.3% | -33.6% | -23.4% |
| YTD | +25.6% | +27.2% | -1.6% | +16.3% |
| All | +30.4% | +27.0% | +3.4% | +22.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling