+62.0%
CVE vs EXR
+24.1%
+37.9%
-23.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.6% | +2.3% | +1.5% |
| 7D | +4.6% | -1.2% | +5.8% | +4.3% |
| 30D | -12.0% | +18.3% | -30.3% | -9.2% |
| 3M | -3.8% | +9.1% | -12.8% | -2.1% |
| 6M | -2.7% | +11.7% | -14.5% | -0.7% |
| YTD | +73.6% | +25.7% | +47.9% | +72.9% |
| 1Y | +62.0% | +24.9% | +37.1% | +62.4% |
| All | +62.0% | +24.1% | +37.9% | +62.4% |
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 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