+1,810.6%
AXTI vs CAVA
-14.0%
+1,824.7%
-73.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.7% |
| 7D | +5.1% | -8.0% | +13.1% | +7.2% |
| 30D | -17.5% | -19.6% | +2.1% | -13.3% |
| 3M | -26.7% | -36.7% | +10.0% | -18.3% |
| 6M | +36.8% | -30.6% | +67.3% | +46.1% |
| YTD | +296.1% | -4.8% | +300.9% | +284.6% |
| 1Y | +1,810.6% | -13.1% | +1,823.7% | +1,998.5% |
| All | +1,810.6% | -14.0% | +1,824.7% | +1,998.5% |
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