+143.3%
DELL vs CAVA
+19.2%
+124.1%
-36.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.8% | -11.6% | -8.9% |
| 7D | -24.6% | +14.2% | -38.8% | -25.1% |
| 30D | -32.5% | +14.6% | -47.1% | -33.0% |
| 3M | -20.2% | -2.3% | -17.9% | -19.9% |
| 6M | +76.5% | -30.5% | +107.0% | +80.4% |
| YTD | +198.9% | +5.6% | +193.3% | +178.1% |
| 1Y | +143.3% | +19.9% | +123.4% | +118.5% |
| All | +143.3% | +19.2% | +124.1% | +118.5% |
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