+4,982.6%
CASY vs EXR
+3,113.6%
+1,869.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.6% | +2.7% | +2.4% |
| 7D | +1.8% | +6.8% | -5.0% | -0.3% |
| 30D | +11.2% | +19.6% | -8.4% | +5.0% |
| 3M | -19.1% | +8.0% | -27.0% | -21.0% |
| 6M | -19.9% | +17.2% | -37.1% | -23.9% |
| YTD | +25.2% | +27.2% | -2.0% | +15.6% |
| 1Y | +31.6% | +26.1% | +5.5% | +21.8% |
| 3Y | +155.4% | +70.7% | +84.7% | +109.8% |
| 5Y | +251.5% | +1.0% | +250.6% | +233.3% |
| 10Y | +558.6% | +227.1% | +331.6% | +308.7% |
| All | +4,982.6% | +3,113.6% | +1,869.0% | +1,279.9% |
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