+105.2%
CTVA vs EXR
-10.8%
+116.1%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.1% | -2.2% | -2.2% |
| 7D | -2.1% | -0.7% | -1.4% | -1.9% |
| 30D | +12.0% | -6.9% | +19.0% | +13.9% |
| 3M | +13.5% | -3.0% | +16.5% | +14.2% |
| 6M | +12.1% | -2.9% | +15.1% | +12.6% |
| YTD | +29.0% | +9.3% | +19.7% | +25.7% |
| 1Y | +18.9% | -0.9% | +19.8% | +18.5% |
| 3Y | +78.9% | +24.7% | +54.2% | +67.6% |
| 5Y | +105.2% | -11.7% | +116.9% | +102.9% |
| All | +105.2% | -10.8% | +116.1% | +102.9% |
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