+20.6%
CDW vs EXR
+26.0%
-5.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -0.8% | +3.6% | +3.0% |
| 7D | +13.1% | +1.7% | +11.3% | +12.8% |
| 30D | +19.1% | +18.0% | +1.1% | +16.8% |
| 3M | +24.7% | +9.7% | +15.1% | +22.6% |
| 6M | +63.4% | +13.4% | +49.9% | +61.0% |
| YTD | +26.3% | +26.3% | 0.0% | +20.9% |
| 1Y | +20.6% | +27.6% | -7.0% | +14.7% |
| All | +20.6% | +26.0% | -5.5% | +14.7% |
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