-13.1%
CAVA vs SONY
-16.9%
+3.8%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.2% |
| 7D | -8.0% | -2.7% | -5.3% | -7.6% |
| 30D | -19.6% | +1.5% | -21.1% | -19.8% |
| 3M | -36.7% | +13.0% | -49.7% | -38.2% |
| 6M | -30.6% | +11.2% | -41.8% | -32.8% |
| YTD | -4.8% | -6.6% | +1.9% | -2.2% |
| 1Y | -13.1% | -18.1% | +5.0% | -6.4% |
| All | -13.1% | -16.9% | +3.8% | -6.4% |
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