-3.7%
CDW vs EXR
-1.8%
-1.9%
-60.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.2% | -0.8% | -0.7% |
| 7D | +9.3% | -0.4% | +9.8% | +9.5% |
| 30D | +14.4% | +18.2% | -3.9% | +8.0% |
| 3M | +21.4% | +7.3% | +14.1% | +18.5% |
| 6M | +72.8% | +13.8% | +59.0% | +64.9% |
| YTD | +28.0% | +25.9% | +2.1% | +16.9% |
| 1Y | +19.3% | +25.8% | -6.5% | +9.0% |
| 3Y | -15.3% | +53.7% | -69.0% | -30.9% |
| All | -3.7% | -1.8% | -1.9% | -6.9% |
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 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