+54.8%
CVX vs CAVA
+33.0%
+21.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.5% | -2.9% | +0.5% |
| 7D | +2.6% | -8.0% | +10.6% | +2.8% |
| 30D | +9.8% | -19.6% | +29.4% | +10.4% |
| 3M | +16.2% | -36.7% | +52.9% | +17.7% |
| 6M | +13.6% | -30.6% | +44.2% | +14.5% |
| YTD | +44.4% | -4.8% | +49.2% | +42.9% |
| 1Y | +40.6% | -13.1% | +53.7% | +39.5% |
| 3Y | +48.2% | +48.8% | -0.6% | +46.7% |
| All | +54.8% | +33.0% | +21.7% | +54.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling