+42.5%
EQIX vs CAVA
+33.0%
+9.4%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.1% | +1.1% |
| 7D | +0.2% | -8.0% | +8.2% | +0.8% |
| 30D | -2.5% | -19.6% | +17.1% | -1.0% |
| 3M | 0.0% | -36.7% | +36.6% | +2.9% |
| 6M | +7.6% | -30.6% | +38.2% | +9.9% |
| YTD | +37.5% | -4.8% | +42.3% | +36.4% |
| 1Y | +32.9% | -13.1% | +46.0% | +32.5% |
| 3Y | +42.8% | +48.8% | -6.0% | +36.2% |
| All | +42.5% | +33.0% | +9.4% | +36.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling