+19.9%
CAVA vs SONY
-6.4%
+26.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +2.4% |
| 7D | +14.2% | +2.9% | +11.4% | +13.8% |
| 30D | +14.6% | +10.2% | +4.3% | +13.0% |
| 3M | -2.3% | +16.1% | -18.4% | -4.0% |
| 6M | -30.5% | +32.1% | -62.6% | -34.5% |
| YTD | +5.6% | +1.4% | +4.2% | +5.2% |
| 1Y | +19.9% | -7.0% | +26.9% | +20.9% |
| All | +19.9% | -6.4% | +26.3% | +20.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 SONY 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