+23.3%
CAVA vs XHB
+31.1%
-7.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XHB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -2.3% | -2.1% | -2.7% |
| 7D | -12.4% | -5.2% | -7.2% | -8.9% |
| 30D | -11.2% | -12.1% | +0.9% | -2.4% |
| 3M | -33.8% | -6.2% | -27.6% | -30.8% |
| 6M | -32.5% | -6.7% | -25.8% | -29.6% |
| YTD | -8.0% | -5.5% | -2.5% | -6.3% |
| 1Y | -17.1% | -15.6% | -1.5% | -7.8% |
| 3Y | +37.8% | +22.0% | +15.8% | -1.1% |
| All | +23.3% | +31.1% | -7.8% | -29.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XHB.
Daily Out/Under-Performance
Portfolio return minus XHB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XHB 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 XHB 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