+29.1%
CAVA vs XME
+148.8%
-119.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -5.7% |
| 7D | -8.5% | -0.2% | -8.3% | -8.4% |
| 30D | -8.2% | +1.4% | -9.6% | -9.2% |
| 3M | -25.9% | +2.7% | -28.6% | -27.5% |
| 6M | -30.9% | +6.5% | -37.4% | -35.4% |
| YTD | -3.7% | +15.2% | -18.9% | -15.3% |
| 1Y | -13.4% | +43.5% | -56.9% | -36.9% |
| 3Y | +44.2% | +135.9% | -91.6% | -35.5% |
| All | +29.1% | +148.8% | -119.7% | -44.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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