+27.6%
CAVA vs TECH
-2.0%
+29.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.5% |
| 7D | -8.0% | -0.4% | -7.6% | -7.9% |
| 30D | -19.6% | 0.0% | -19.5% | -19.5% |
| 3M | -36.7% | +33.7% | -70.3% | -41.7% |
| 6M | -30.6% | +34.9% | -65.5% | -36.9% |
| YTD | -4.8% | +23.2% | -27.9% | -11.0% |
| 1Y | -13.1% | +36.3% | -49.4% | -20.8% |
| 3Y | +48.8% | +2.3% | +46.5% | +34.4% |
| All | +27.6% | -2.0% | +29.6% | +16.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling