-30.6%
CAVA vs SONY
+10.4%
-41.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.9% | +3.3% |
| 7D | -8.0% | -2.7% | -5.3% | -7.8% |
| 30D | -19.6% | +1.5% | -21.1% | -19.6% |
| 3M | -36.7% | +13.0% | -49.7% | -37.4% |
| 6M | -30.6% | +11.2% | -41.8% | -31.6% |
| All | -30.6% | +10.4% | -41.0% | -31.6% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling