+87.8%
AAPL vs CAVA
+41.9%
+45.8%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.7% | +1.4% |
| 7D | +3.8% | -8.0% | +11.9% | +4.7% |
| 30D | +9.9% | -19.6% | +29.5% | +12.4% |
| 3M | +12.5% | -36.7% | +49.2% | +17.7% |
| 6M | +27.6% | -30.6% | +58.2% | +31.5% |
| YTD | +22.6% | -4.8% | +27.3% | +20.0% |
| 1Y | +45.0% | -13.1% | +58.1% | +43.2% |
| 3Y | +87.8% | +48.8% | +39.0% | +78.7% |
| All | +87.8% | +41.9% | +45.8% | +78.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 3y: compounded portfolio wealth divided by compounded CAVA 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…
3y analysis · Full analysis span regression · 6 months rolling