+358.3%
DELL vs CAVA
-14.0%
+372.3%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | +3.5% | +8.5% | +11.6% |
| 7D | +8.2% | -8.0% | +16.3% | +9.1% |
| 30D | +17.1% | -19.6% | +36.7% | +19.3% |
| 3M | +45.2% | -36.7% | +81.8% | +49.2% |
| 6M | +286.8% | -30.6% | +317.4% | +293.5% |
| YTD | +354.8% | -4.8% | +359.6% | +332.0% |
| 1Y | +358.3% | -13.1% | +371.4% | +340.0% |
| All | +358.3% | -14.0% | +372.3% | +340.0% |
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