+50.0%
CSX vs CAVA
+13.5%
+36.4%
-13.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | -4.1% | +5.1% | +1.2% |
| 7D | +3.1% | -4.4% | +7.5% | +3.4% |
| 30D | +9.7% | +8.2% | +1.5% | +9.1% |
| 3M | +4.9% | -17.4% | +22.4% | +6.0% |
| 6M | +18.4% | -25.7% | +44.1% | +20.1% |
| YTD | +45.9% | -2.3% | +48.2% | +43.6% |
| 1Y | +50.0% | +17.6% | +32.3% | +43.1% |
| All | +50.0% | +13.5% | +36.4% | +43.1% |
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