+38.6%
GILD vs CAVA
+17.8%
+20.8%
-21.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -1.4% | +1.0% | -0.4% |
| 7D | -2.2% | +0.7% | -2.9% | -2.2% |
| 30D | +13.6% | +13.6% | 0.0% | +13.6% |
| 3M | +28.3% | -4.9% | +33.2% | +28.1% |
| 6M | +23.9% | -33.9% | +57.9% | +24.6% |
| YTD | +38.4% | +0.8% | +37.6% | +37.2% |
| 1Y | +38.6% | +27.0% | +11.6% | +35.3% |
| All | +38.6% | +17.8% | +20.8% | +35.3% |
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