+231.7%
CTVA vs EXR
+70.8%
+160.9%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.2% | +0.4% | -0.5% |
| 7D | +4.9% | -2.6% | +7.5% | +5.8% |
| 30D | +11.9% | -7.2% | +19.1% | +14.6% |
| 3M | +13.7% | -3.5% | +17.2% | +14.8% |
| 6M | +13.1% | -5.3% | +18.4% | +14.6% |
| YTD | +32.0% | +9.4% | +22.6% | +27.2% |
| 1Y | +22.1% | +1.3% | +20.8% | +20.5% |
| 3Y | +77.5% | +22.4% | +55.1% | +60.6% |
| 5Y | +106.3% | -12.2% | +118.5% | +104.4% |
| All | +231.7% | +70.8% | +160.9% | +140.4% |
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