-7.9%
CAVA vs CGNX
+42.4%
-50.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CGNX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +2.4% | -3.9% | -1.8% |
| 7D | -9.2% | +3.0% | -12.2% | -9.6% |
| 30D | -8.2% | -11.8% | +3.7% | -6.4% |
| 3M | -15.3% | -3.6% | -11.7% | -15.4% |
| 6M | -23.6% | +17.4% | -41.0% | -26.7% |
| YTD | +3.5% | +73.7% | -70.2% | -15.5% |
| 1Y | -7.9% | +41.5% | -49.4% | -16.2% |
| All | -7.9% | +42.4% | -50.3% | -16.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CGNX.
Daily Out/Under-Performance
Portfolio return minus CGNX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CGNX 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 CGNX 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