+31.6%
CASY vs EXR
+26.0%
+5.6%
-36.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.8% | +1.7% | +1.2% |
| 7D | +5.0% | +1.7% | +3.2% | +4.3% |
| 30D | +8.2% | +18.0% | -9.9% | +1.9% |
| 3M | -18.2% | +9.7% | -27.8% | -21.1% |
| 6M | -18.6% | +13.4% | -32.0% | -22.5% |
| YTD | +26.8% | +26.3% | +0.5% | +17.7% |
| 1Y | +31.6% | +27.6% | +4.0% | +23.7% |
| All | +31.6% | +26.0% | +5.6% | +23.7% |
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