-7.9%
CAVA vs KMX
+5.0%
-12.9%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.0% | -2.5% | -1.8% |
| 7D | -9.2% | +1.9% | -11.1% | -9.7% |
| 30D | -8.2% | +11.7% | -19.9% | -11.1% |
| 3M | -15.3% | +34.9% | -50.2% | -22.5% |
| 6M | -23.6% | +50.3% | -73.9% | -33.7% |
| YTD | +3.5% | +63.8% | -60.3% | -12.5% |
| 1Y | -7.9% | +3.8% | -11.7% | -20.9% |
| All | -7.9% | +5.0% | -12.9% | -20.9% |
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