+85.7%
CAVA vs EXR
+53.5%
+32.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.2% | +1.3% | +1.4% |
| 7D | -1.6% | -0.4% | -1.1% | -1.3% |
| 30D | +12.9% | +18.2% | -5.3% | +5.1% |
| 3M | -19.3% | +7.3% | -26.7% | -21.8% |
| 6M | -19.5% | +13.8% | -33.3% | -23.9% |
| YTD | -0.8% | +25.9% | -26.7% | -10.5% |
| 1Y | +20.8% | +25.8% | -5.0% | +9.0% |
| 3Y | +85.7% | +53.7% | +32.0% | +55.9% |
| All | +85.7% | +53.5% | +32.2% | +55.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling