+136.9%
AXON vs CAVA
+28.6%
+108.4%
-60.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -4.4% | +2.2% | -1.2% |
| 7D | -11.0% | -12.4% | +1.4% | -8.2% |
| 30D | -24.7% | -11.2% | -13.5% | -22.9% |
| 3M | +7.0% | -33.8% | +40.8% | +16.8% |
| 6M | -9.6% | -32.5% | +22.9% | -2.8% |
| YTD | -15.7% | -8.0% | -7.7% | -16.9% |
| 1Y | -35.9% | -17.1% | -18.8% | -35.6% |
| 3Y | +123.0% | +37.8% | +85.2% | +127.3% |
| All | +136.9% | +28.6% | +108.4% | +139.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling