+40.2%
GDX vs CAVA
-14.0%
+54.2%
-38.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +3.5% | -2.4% | +0.7% |
| 7D | -2.2% | -8.0% | +5.9% | -1.3% |
| 30D | +6.8% | -19.6% | +26.3% | +9.4% |
| 3M | +24.9% | -36.7% | +61.6% | +30.5% |
| 6M | -4.2% | -30.6% | +26.4% | -0.5% |
| YTD | +13.2% | -4.8% | +18.0% | +15.0% |
| 1Y | +40.2% | -13.1% | +53.3% | +36.2% |
| All | +40.2% | -14.0% | +54.2% | +36.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling