-13.1%
CAVA vs EXPD
+60.5%
-73.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EXPD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.7% | +2.9% |
| 7D | -8.0% | +2.0% | -10.0% | -8.7% |
| 30D | -19.6% | +4.4% | -24.0% | -20.8% |
| 3M | -36.7% | +15.7% | -52.4% | -39.6% |
| 6M | -30.6% | +37.5% | -68.1% | -37.8% |
| YTD | -4.8% | +29.9% | -34.7% | -12.1% |
| 1Y | -13.1% | +57.8% | -70.9% | -21.2% |
| All | -13.1% | +60.5% | -73.6% | -21.2% |
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