+19.9%
CAVA vs EXPD
+53.8%
-33.9%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -3.2% | +6.0% | +4.2% |
| 7D | +14.2% | +0.3% | +14.0% | +14.0% |
| 30D | +14.6% | +1.8% | +12.7% | +13.4% |
| 3M | -2.3% | +8.9% | -11.2% | -6.4% |
| 6M | -30.5% | +42.2% | -72.7% | -41.6% |
| YTD | +5.6% | +33.4% | -27.7% | -11.5% |
| 1Y | +19.9% | +47.2% | -27.3% | -14.0% |
| All | +19.9% | +53.8% | -33.9% | -14.0% |
Cumulative growth
Daily Returns
Daily percentage return beside EXPD.
Daily Out/Under-Performance
Portfolio return minus EXPD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXPD 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 EXPD 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