+27.4%
EXE vs CAVA
+33.0%
-5.6%
-28.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +3.5% | -5.6% | -2.2% |
| 7D | -3.1% | -8.0% | +4.9% | -2.9% |
| 30D | -0.9% | -19.6% | +18.6% | -0.4% |
| 3M | +9.6% | -36.7% | +46.2% | +11.0% |
| 6M | -11.6% | -30.6% | +19.0% | -10.9% |
| YTD | -12.6% | -4.8% | -7.8% | -13.5% |
| 1Y | +1.2% | -13.1% | +14.3% | +0.4% |
| 3Y | +18.0% | +48.8% | -30.7% | +17.3% |
| All | +27.4% | +33.0% | -5.6% | +26.5% |
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 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