+47.0%
CVX vs EXR
+28.1%
+19.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.7% | +3.1% | -6.8% | -3.3% |
| 7D | -5.3% | +11.3% | -16.6% | -4.4% |
| 30D | +5.1% | +21.2% | -16.1% | +6.9% |
| 3M | +14.9% | +8.7% | +6.2% | +15.8% |
| 6M | +14.9% | +18.2% | -3.3% | +16.9% |
| YTD | +46.3% | +27.9% | +18.4% | +46.8% |
| 1Y | +47.0% | +28.3% | +18.7% | +47.1% |
| All | +47.0% | +28.1% | +19.0% | +47.1% |
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