+319.1%
DELL vs CAVA
-7.9%
+327.0%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.5% | +3.0% | +1.6% |
| 7D | +14.9% | -9.2% | +24.1% | +15.9% |
| 30D | +13.3% | -8.2% | +21.5% | +13.8% |
| 3M | +24.4% | -15.3% | +39.7% | +25.0% |
| 6M | +258.0% | -23.6% | +281.6% | +260.8% |
| YTD | +320.2% | +3.5% | +316.7% | +296.2% |
| 1Y | +319.1% | -7.9% | +326.9% | +300.3% |
| All | +319.1% | -7.9% | +327.0% | +300.3% |
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