+30.1%
PCAR vs EXR
+1.1%
+29.0%
-15.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.4% | +0.7% |
| 7D | -0.5% | -2.6% | +2.1% | +0.7% |
| 30D | -6.2% | -7.2% | +1.0% | -3.0% |
| 3M | +5.9% | -3.5% | +9.4% | +7.1% |
| 6M | +0.4% | -5.3% | +5.7% | +1.9% |
| YTD | +14.8% | +9.4% | +5.5% | +8.8% |
| 1Y | +30.1% | +1.3% | +28.8% | +24.9% |
| All | +30.1% | +1.1% | +29.0% | +24.9% |
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