+72.1%
AAPL vs CAVA
+34.5%
+37.5%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -6.0% | +5.8% | +0.3% |
| 7D | -3.0% | -8.5% | +5.6% | -2.1% |
| 30D | +2.3% | -8.2% | +10.5% | +2.9% |
| 3M | +8.6% | -25.9% | +34.5% | +11.4% |
| 6M | +21.6% | -30.9% | +52.5% | +25.2% |
| YTD | +16.3% | -3.7% | +20.0% | +14.1% |
| 1Y | +35.1% | -13.4% | +48.5% | +33.8% |
| 3Y | +79.4% | +44.2% | +35.1% | +69.1% |
| All | +72.1% | +34.5% | +37.5% | +64.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling