+50.9%
CSX vs CAVA
+34.5%
+16.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -6.0% | +4.8% | -0.8% |
| 7D | -0.6% | -8.5% | +8.0% | +0.1% |
| 30D | -3.2% | -8.2% | +5.0% | -2.7% |
| 3M | +2.6% | -25.9% | +28.5% | +4.7% |
| 6M | +19.8% | -30.9% | +50.8% | +22.7% |
| YTD | +34.7% | -3.7% | +38.4% | +33.4% |
| 1Y | +52.1% | -13.4% | +65.6% | +51.6% |
| 3Y | +68.4% | +44.2% | +24.2% | +63.3% |
| All | +50.9% | +34.5% | +16.3% | +47.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling