+19.9%
CAVA vs CLX
-6.5%
+26.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.7% | -2.9% | +1.0% |
| 7D | +14.2% | +14.2% | +0.1% | +9.6% |
| 30D | +14.6% | +22.7% | -8.1% | +7.6% |
| 3M | -2.3% | -2.8% | +0.5% | -1.9% |
| 6M | -30.5% | +17.7% | -48.2% | -33.8% |
| YTD | +5.6% | +3.3% | +2.3% | 0.0% |
| 1Y | +19.9% | -5.6% | +25.5% | +25.4% |
| All | +19.9% | -6.5% | +26.4% | +25.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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