-7.9%
CAVA vs EXEL
+59.2%
-67.1%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.4% |
| 7D | -9.2% | +8.4% | -17.6% | -10.3% |
| 30D | -8.2% | +4.1% | -12.2% | -8.5% |
| 3M | -15.3% | +12.4% | -27.7% | -16.7% |
| 6M | -23.6% | +41.5% | -65.1% | -28.0% |
| YTD | +3.5% | +34.6% | -31.1% | -2.0% |
| 1Y | -7.9% | +57.9% | -65.7% | -12.9% |
| All | -7.9% | +59.2% | -67.1% | -12.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EXEL.
Daily Out/Under-Performance
Portfolio return minus EXEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXEL 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 EXEL 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