+23.3%
CAVA vs EIX
-2.8%
+26.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.2% | -4.2% |
| 7D | -12.4% | +0.8% | -13.2% | -12.5% |
| 30D | -11.2% | -18.8% | +7.6% | -8.2% |
| 3M | -33.8% | -19.7% | -14.1% | -31.6% |
| 6M | -32.5% | -18.2% | -14.3% | -30.6% |
| YTD | -8.0% | -1.7% | -6.2% | -10.7% |
| 1Y | -17.1% | +7.8% | -24.9% | -22.0% |
| 3Y | +37.8% | -5.6% | +43.5% | +29.5% |
| All | +23.3% | -2.8% | +26.2% | +18.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling