+54.6%
CVX vs CAVA
+34.5%
+20.1%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | -6.0% | +7.9% | +2.1% |
| 7D | +1.0% | -8.5% | +9.5% | +1.2% |
| 30D | +10.7% | -8.2% | +18.9% | +10.8% |
| 3M | +15.5% | -25.9% | +41.4% | +16.3% |
| 6M | +14.9% | -30.9% | +45.8% | +15.9% |
| YTD | +44.2% | -3.7% | +47.9% | +42.7% |
| 1Y | +43.5% | -13.4% | +57.0% | +42.5% |
| 3Y | +45.0% | +44.2% | +0.7% | +43.8% |
| All | +54.6% | +34.5% | +20.1% | +54.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling