+41.0%
CVX vs EXR
+26.0%
+15.0%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.8% | +1.0% | +0.1% |
| 7D | -6.2% | +1.7% | -8.0% | -6.0% |
| 30D | -0.4% | +18.0% | -18.4% | +1.2% |
| 3M | +9.3% | +9.7% | -0.3% | +10.2% |
| 6M | +18.4% | +13.4% | +4.9% | +20.0% |
| YTD | +42.5% | +26.3% | +16.2% | +42.5% |
| 1Y | +41.0% | +27.6% | +13.5% | +40.4% |
| All | +41.0% | +26.0% | +15.0% | +40.4% |
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