-13.1%
CAVA vs EXR
-0.7%
-12.4%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.9% | +2.6% | +2.9% |
| 7D | -8.0% | -1.2% | -6.9% | -7.3% |
| 30D | -19.6% | -6.2% | -13.3% | -16.3% |
| 3M | -36.7% | -7.4% | -29.3% | -33.8% |
| 6M | -30.6% | -0.5% | -30.0% | -30.7% |
| YTD | -4.8% | +8.1% | -12.9% | -14.3% |
| 1Y | -13.1% | -2.9% | -10.3% | -17.8% |
| All | -13.1% | -0.7% | -12.4% | -17.8% |
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