+37.4%
CAVA vs TECH
-1.7%
+39.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TECH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.2% | -0.9% | -1.0% |
| 7D | -1.5% | +0.2% | -1.7% | -1.6% |
| 30D | -3.7% | +0.1% | -3.8% | -3.7% |
| 3M | -18.3% | +37.5% | -55.8% | -25.4% |
| 6M | -23.5% | +34.6% | -58.1% | -30.4% |
| YTD | +2.5% | +23.5% | -21.0% | -4.3% |
| 1Y | -8.0% | +34.4% | -42.4% | -15.9% |
| 3Y | +53.5% | +2.3% | +51.2% | +38.6% |
| All | +37.4% | -1.7% | +39.1% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling