+48.8%
CAVA vs JBL
+195.4%
-146.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | JBL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.0% | -1.6% | +1.4% |
| 7D | -8.0% | +2.4% | -10.4% | -8.9% |
| 30D | -19.6% | -13.1% | -6.5% | -15.1% |
| 3M | -36.7% | -15.6% | -21.1% | -32.9% |
| 6M | -30.6% | +24.6% | -55.2% | -39.4% |
| YTD | -4.8% | +39.6% | -44.4% | -20.9% |
| 1Y | -13.1% | +48.6% | -61.7% | -30.6% |
| 3Y | +48.8% | +197.3% | -148.5% | -7.6% |
| All | +48.8% | +195.4% | -146.7% | -7.6% |
Cumulative growth
Daily Returns
Daily percentage return beside JBL.
Daily Out/Under-Performance
Portfolio return minus JBL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × JBL 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 3y: compounded portfolio wealth divided by compounded JBL 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…
3y analysis · Full analysis span regression · 6 months rolling