-38.4%
LVS vs EXR
+26.8%
-65.2%
-47.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.5% |
| 7D | -1.3% | -1.1% | -0.1% | -1.1% |
| 30D | +12.2% | +18.8% | -6.6% | +10.4% |
| 3M | -11.3% | +9.9% | -21.2% | -12.4% |
| 6M | -21.6% | +12.6% | -34.2% | -22.5% |
| YTD | -36.6% | +26.5% | -63.1% | -37.4% |
| 1Y | -38.4% | +24.5% | -62.9% | -38.8% |
| All | -38.4% | +26.8% | -65.2% | -38.8% |
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