+19.1%
CAVA vs IDXX
-7.4%
+26.5%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | IDXX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -4.0% | +0.8% | -1.6% |
| 7D | +1.4% | +16.4% | -15.1% | -5.0% |
| 30D | +14.0% | +30.1% | -16.1% | +1.4% |
| 3M | -9.3% | +14.7% | -24.0% | -14.7% |
| 6M | -33.6% | +19.1% | -52.7% | -39.4% |
| YTD | +2.2% | -0.9% | +3.1% | +8.3% |
| 1Y | +19.1% | -6.9% | +26.0% | +31.5% |
| All | +19.1% | -7.4% | +26.5% | +31.5% |
Cumulative growth
Daily Returns
Daily percentage return beside IDXX.
Daily Out/Under-Performance
Portfolio return minus IDXX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IDXX 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 IDXX 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