+19.9%
CAVA vs KMX
+35.0%
-15.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.3% | -0.5% | +1.6% |
| 7D | +14.2% | +2.1% | +12.1% | +13.6% |
| 30D | +14.6% | +0.5% | +14.1% | +14.3% |
| 3M | -2.3% | -4.1% | +1.8% | -1.2% |
| 6M | -30.5% | +49.5% | -80.0% | -39.2% |
| YTD | +5.6% | +42.7% | -37.1% | -9.1% |
| 1Y | +19.9% | +35.3% | -15.4% | +3.8% |
| All | +19.9% | +35.0% | -15.1% | +3.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KMX.
Daily Out/Under-Performance
Portfolio return minus KMX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMX 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 KMX 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