-49.3%
ADBE vs CAVA
+28.6%
-77.9%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | -4.4% | +2.1% | -1.9% |
| 7D | -12.9% | -12.4% | -0.5% | -11.8% |
| 30D | -5.6% | -11.2% | +5.6% | -4.7% |
| 3M | +6.6% | -33.8% | +40.4% | +10.3% |
| 6M | -9.6% | -32.5% | +23.0% | -6.9% |
| YTD | -28.9% | -8.0% | -20.9% | -29.9% |
| 1Y | -28.9% | -17.1% | -11.8% | -29.4% |
| 3Y | -55.6% | +37.8% | -93.4% | -58.5% |
| All | -49.3% | +28.6% | -77.9% | -51.7% |
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