+19.9%
CAVA vs EXR
+28.1%
-8.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.1% | -0.3% | +0.8% |
| 7D | +14.2% | +11.3% | +3.0% | +7.0% |
| 30D | +14.6% | +21.2% | -6.6% | +2.3% |
| 3M | -2.3% | +8.7% | -11.0% | -7.6% |
| 6M | -30.5% | +18.2% | -48.7% | -37.1% |
| YTD | +5.6% | +27.9% | -22.3% | -14.2% |
| 1Y | +19.9% | +28.3% | -8.4% | -2.6% |
| All | +19.9% | +28.1% | -8.2% | -2.6% |
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