+38.8%
CAVA vs EXR
+10.9%
+27.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.2% | -0.2% | -1.0% |
| 7D | -9.2% | -2.6% | -6.7% | -8.3% |
| 30D | -8.2% | -7.2% | -1.0% | -5.6% |
| 3M | -15.3% | -3.5% | -11.8% | -14.2% |
| 6M | -23.6% | -5.3% | -18.3% | -22.3% |
| YTD | +3.5% | +9.4% | -5.8% | -0.1% |
| 1Y | -7.9% | +1.3% | -9.2% | -8.8% |
| 3Y | +38.7% | +22.4% | +16.2% | +35.8% |
| All | +38.8% | +10.9% | +27.9% | +31.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling