-13.1%
CAVA vs EIX
+6.9%
-20.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.3% | +4.8% | +3.5% |
| 7D | -8.0% | -1.4% | -6.7% | -7.9% |
| 30D | -19.6% | -19.3% | -0.3% | -18.6% |
| 3M | -36.7% | -21.7% | -15.0% | -35.8% |
| 6M | -30.6% | -19.8% | -10.8% | -29.8% |
| YTD | -4.8% | -3.0% | -1.7% | -5.9% |
| 1Y | -13.1% | +5.1% | -18.2% | -16.5% |
| All | -13.1% | +6.9% | -20.0% | -16.5% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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