+19.9%
CAVA vs GSK
+14.9%
+5.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.0% | -2.3% | +1.7% |
| 7D | +14.2% | +4.9% | +9.3% | +13.1% |
| 30D | +14.6% | +9.9% | +4.7% | +11.9% |
| 3M | -2.3% | +0.2% | -2.5% | -2.2% |
| 6M | -30.5% | +2.3% | -32.8% | -31.0% |
| YTD | +5.6% | +7.1% | -1.5% | +2.5% |
| 1Y | +19.9% | +13.1% | +6.8% | +10.4% |
| All | +19.9% | +14.9% | +5.0% | +10.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GSK.
Daily Out/Under-Performance
Portfolio return minus GSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GSK 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 GSK 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