+32.1%
ENTG vs CAVA
+34.5%
-2.5%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | -6.0% | +7.4% | +3.1% |
| 7D | +8.9% | -8.5% | +17.5% | +11.6% |
| 30D | -0.8% | -8.2% | +7.4% | +1.2% |
| 3M | +6.6% | -25.9% | +32.5% | +15.1% |
| 6M | +22.1% | -30.9% | +53.0% | +33.8% |
| YTD | +70.2% | -3.7% | +73.9% | +66.5% |
| 1Y | +76.7% | -13.4% | +90.1% | +77.4% |
| 3Y | +50.5% | +44.2% | +6.2% | +38.0% |
| All | +32.1% | +34.5% | -2.5% | +22.4% |
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