-13.1%
CAVA vs CLX
-25.9%
+12.7%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.8% |
| 7D | -8.0% | -5.7% | -2.3% | -6.6% |
| 30D | -19.6% | -17.0% | -2.5% | -15.7% |
| 3M | -36.7% | -9.7% | -27.0% | -35.2% |
| 6M | -30.6% | -19.8% | -10.7% | -27.2% |
| YTD | -4.8% | -9.8% | +5.1% | -3.4% |
| 1Y | -13.1% | -26.2% | +13.0% | -14.2% |
| All | -13.1% | -25.9% | +12.7% | -14.2% |
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