+1.3%
AXP vs CAVA
-9.8%
+11.1%
-23.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.0% | +1.0% | +0.1% |
| 7D | +0.6% | -1.5% | +2.1% | +0.8% |
| 30D | -4.3% | -3.7% | -0.7% | -4.1% |
| 3M | +4.7% | -18.3% | +23.0% | +6.7% |
| 6M | +9.0% | -23.5% | +32.5% | +11.9% |
| YTD | -11.1% | +2.5% | -13.6% | -12.0% |
| 1Y | +1.3% | -8.0% | +9.2% | -0.7% |
| All | +1.3% | -9.8% | +11.1% | -0.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling