+45.9%
CSCO vs CAVA
+19.2%
+26.7%
-21.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.8% | -2.1% | +0.5% |
| 7D | -6.1% | +14.2% | -20.3% | -6.7% |
| 30D | -8.2% | +14.6% | -22.7% | -8.8% |
| 3M | -14.6% | -2.3% | -12.3% | -14.6% |
| 6M | +12.7% | -30.5% | +43.2% | +15.3% |
| YTD | +37.0% | +5.6% | +31.4% | +35.5% |
| 1Y | +45.9% | +19.9% | +26.0% | +42.6% |
| All | +45.9% | +19.2% | +26.7% | +42.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 1y: compounded portfolio wealth divided by compounded CAVA 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…
1y analysis · Full analysis span regression · 6 months rolling