+19.1%
CAVA vs EQX
+6.3%
+12.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EQX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | 0.0% | -3.2% | -3.2% |
| 7D | +1.4% | +10.8% | -9.5% | -0.1% |
| 30D | +14.0% | -0.9% | +14.9% | +13.7% |
| 3M | -9.3% | +9.5% | -18.8% | -10.2% |
| 6M | -33.6% | -16.8% | -16.8% | -32.8% |
| YTD | +2.2% | -19.3% | +21.6% | +4.5% |
| 1Y | +19.1% | +6.9% | +12.3% | +33.7% |
| All | +19.1% | +6.3% | +12.9% | +33.7% |
Cumulative growth
Daily Returns
Daily percentage return beside EQX.
Daily Out/Under-Performance
Portfolio return minus EQX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EQX 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 EQX 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