+19.1%
CAVA vs ROKU
+50.4%
-31.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROKU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.5% | -1.7% | -2.6% |
| 7D | +1.4% | +2.6% | -1.2% | +0.4% |
| 30D | +14.0% | +5.5% | +8.5% | +11.8% |
| 3M | -9.3% | +9.1% | -18.4% | -12.0% |
| 6M | -33.6% | +28.9% | -62.5% | -39.3% |
| YTD | +2.2% | +47.8% | -45.6% | -16.9% |
| 1Y | +19.1% | +51.8% | -32.6% | -1.3% |
| All | +19.1% | +50.4% | -31.2% | -1.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ROKU.
Daily Out/Under-Performance
Portfolio return minus ROKU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROKU 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 ROKU 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