+8.2%
ASX vs CAVA
-24.2%
+32.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -1.0% | +7.6% | +6.6% |
| 7D | +0.8% | -3.5% | +4.3% | +0.8% |
| 30D | -20.4% | +13.8% | -34.2% | -20.2% |
| 3M | -2.1% | -1.7% | -0.5% | -2.0% |
| 6M | +8.2% | -25.2% | +33.5% | +6.9% |
| All | +8.2% | -24.2% | +32.4% | +6.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling