+24.6%
CTVA vs EXR
+26.6%
-2.0%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.8% | +1.3% | +0.6% |
| 7D | +2.4% | +1.7% | +0.7% | +2.2% |
| 30D | -8.1% | +18.0% | -26.1% | -9.9% |
| 3M | +6.3% | +9.7% | -3.4% | +5.1% |
| 6M | +0.4% | +13.4% | -13.0% | -1.0% |
| YTD | +21.8% | +26.3% | -4.5% | +15.5% |
| All | +24.6% | +26.6% | -2.0% | +18.3% |
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