+23.3%
CAVA vs XPO
+258.9%
-235.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.0% | -3.4% | -4.1% |
| 7D | -12.4% | -1.3% | -11.1% | -12.1% |
| 30D | -11.2% | -10.4% | -0.8% | -7.9% |
| 3M | -33.8% | -15.7% | -18.1% | -30.2% |
| 6M | -32.5% | -6.3% | -26.2% | -31.6% |
| YTD | -8.0% | +34.2% | -42.2% | -17.8% |
| 1Y | -17.1% | +39.9% | -57.1% | -27.7% |
| 3Y | +37.8% | +155.2% | -117.4% | +1.5% |
| All | +23.3% | +258.9% | -235.6% | -10.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling