+27.1%
CVNA vs EXR
-1.3%
+28.4%
-98.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.2% | -0.8% | -3.5% | -3.5% |
| 7D | +2.4% | +1.7% | +0.7% | +1.0% |
| 30D | +14.6% | +18.0% | -3.5% | -1.1% |
| 3M | -1.5% | +9.7% | -11.2% | -9.0% |
| 6M | -6.3% | +13.4% | -19.8% | -16.7% |
| YTD | -13.5% | +26.3% | -39.8% | -31.4% |
| 1Y | +13.3% | +27.6% | -14.3% | -11.5% |
| 3Y | +1,150.8% | +52.2% | +1,098.6% | +600.2% |
| 5Y | +27.1% | -1.1% | +28.2% | +22.7% |
| All | +27.1% | -1.3% | +28.4% | +22.7% |
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