+48.8%
CAVA vs SPXS
-79.6%
+128.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SPXS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -2.4% | +5.9% | +2.1% |
| 7D | -8.0% | +2.5% | -10.5% | -6.6% |
| 30D | -19.6% | +4.2% | -23.8% | -17.3% |
| 3M | -36.7% | -9.3% | -27.4% | -39.6% |
| 6M | -30.6% | -30.7% | +0.1% | -42.9% |
| YTD | -4.8% | -28.1% | +23.3% | -18.6% |
| 1Y | -13.1% | -35.1% | +21.9% | -29.0% |
| 3Y | +48.8% | -79.6% | +128.4% | -23.2% |
| All | +48.8% | -79.6% | +128.4% | -23.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXS.
Daily Out/Under-Performance
Portfolio return minus SPXS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXS 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 3y: compounded portfolio wealth divided by compounded SPXS 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…
3y analysis · Full analysis span regression · 6 months rolling