+27.6%
CAVA vs XPO
+258.6%
-231.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | -8.0% | -5.7% | -2.4% | -6.2% |
| 30D | -19.6% | -12.8% | -6.8% | -15.9% |
| 3M | -36.7% | -20.0% | -16.7% | -32.2% |
| 6M | -30.6% | -6.0% | -24.5% | -29.7% |
| YTD | -4.8% | +34.0% | -38.8% | -14.9% |
| 1Y | -13.1% | +35.6% | -48.7% | -23.3% |
| 3Y | +48.8% | +152.3% | -103.5% | +9.9% |
| All | +27.6% | +258.6% | -231.0% | -7.3% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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