+50.5%
CAVA vs EXR
+21.4%
+29.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.5% | -3.5% | -5.1% |
| 7D | -8.5% | -3.1% | -5.5% | -7.4% |
| 30D | -8.2% | -7.5% | -0.7% | -5.5% |
| 3M | -25.9% | -7.5% | -18.4% | -23.8% |
| 6M | -30.9% | -5.2% | -25.7% | -29.6% |
| YTD | -3.7% | +6.5% | -10.2% | -6.1% |
| 1Y | -13.4% | -2.0% | -11.4% | -13.3% |
| All | +50.5% | +21.4% | +29.1% | +56.8% |
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 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