+966.3%
DELL vs CAVA
+28.6%
+937.7%
-59.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -4.4% | -0.9% | -4.4% |
| 7D | -1.9% | -12.4% | +10.5% | +0.7% |
| 30D | +14.9% | -11.2% | +26.1% | +17.5% |
| 3M | +37.2% | -33.8% | +71.0% | +47.6% |
| 6M | +254.0% | -32.5% | +286.5% | +275.5% |
| YTD | +306.1% | -8.0% | +314.1% | +294.8% |
| 1Y | +312.3% | -17.1% | +329.4% | +307.6% |
| 3Y | +654.0% | +37.8% | +616.2% | +684.5% |
| All | +966.3% | +28.6% | +937.7% | +1,005.2% |
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