+162.1%
EXPE vs CAVA
+28.6%
+133.5%
-37.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.4% | +6.0% | +2.4% |
| 7D | -8.7% | -12.4% | +3.8% | -6.5% |
| 30D | -13.6% | -11.2% | -2.4% | -12.0% |
| 3M | +26.6% | -33.8% | +60.4% | +35.6% |
| 6M | +19.9% | -32.5% | +52.5% | +27.6% |
| YTD | -1.7% | -8.0% | +6.3% | -1.8% |
| 1Y | +29.4% | -17.1% | +46.6% | +30.6% |
| 3Y | +155.7% | +37.8% | +117.8% | +147.9% |
| All | +162.1% | +28.6% | +133.5% | +154.5% |
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