+23.3%
CAVA vs EXR
+8.6%
+14.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.6% | -5.0% | -4.7% |
| 7D | -12.4% | -3.2% | -9.2% | -11.3% |
| 30D | -11.2% | -6.9% | -4.3% | -8.8% |
| 3M | -33.8% | -7.8% | -26.0% | -31.8% |
| 6M | -32.5% | -4.9% | -27.6% | -31.4% |
| YTD | -8.0% | +7.2% | -15.1% | -10.5% |
| 1Y | -17.1% | -1.5% | -15.6% | -17.1% |
| 3Y | +37.8% | +22.3% | +15.6% | +35.1% |
| All | +23.3% | +8.6% | +14.7% | +17.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling