+43.8%
CAVA vs TECH
+1.2%
+42.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.4% |
| 7D | -12.4% | -0.5% | -11.9% | -12.3% |
| 30D | -11.2% | 0.0% | -11.2% | -11.2% |
| 3M | -33.8% | +37.4% | -71.2% | -39.5% |
| 6M | -32.5% | +36.9% | -69.4% | -39.0% |
| YTD | -8.0% | +23.1% | -31.1% | -14.1% |
| 1Y | -17.1% | +42.2% | -59.4% | -25.4% |
| All | +43.8% | +1.2% | +42.6% | +31.4% |
Cumulative growth
Daily Returns
Daily percentage return beside TECH.
Daily Out/Under-Performance
Portfolio return minus TECH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TECH 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 TECH 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