+25.9%
EOG vs CAVA
+41.9%
-16.0%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.5% | -3.5% | -0.2% |
| 7D | +1.5% | -8.0% | +9.5% | +1.8% |
| 30D | +2.9% | -19.6% | +22.5% | +3.7% |
| 3M | +8.7% | -36.7% | +45.4% | +10.7% |
| 6M | +12.9% | -30.6% | +43.5% | +14.1% |
| YTD | +43.8% | -4.8% | +48.6% | +41.3% |
| 1Y | +27.1% | -13.1% | +40.2% | +25.4% |
| 3Y | +25.9% | +48.8% | -22.9% | +24.5% |
| All | +25.9% | +41.9% | -16.0% | +24.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling