-36.8%
LVS vs EXR
+25.3%
-62.1%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.7% | +0.2% | +2.5% | +2.7% |
| 7D | -0.8% | -0.4% | -0.4% | -0.8% |
| 30D | +10.0% | +18.2% | -8.2% | +8.3% |
| 3M | -11.0% | +7.3% | -18.4% | -12.0% |
| 6M | -20.1% | +13.8% | -34.0% | -21.1% |
| YTD | -36.3% | +25.9% | -62.3% | -36.9% |
| 1Y | -36.8% | +25.8% | -62.6% | -37.5% |
| All | -36.8% | +25.3% | -62.1% | -37.5% |
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