+39.7%
GOOG vs CAVA
-14.0%
+53.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +3.5% | -1.9% | +1.4% |
| 7D | 0.0% | -8.0% | +8.1% | +0.4% |
| 30D | -2.0% | -19.6% | +17.6% | -1.2% |
| 3M | -5.9% | -36.7% | +30.8% | -3.9% |
| 6M | +8.9% | -30.6% | +39.5% | +10.9% |
| YTD | +7.1% | -4.8% | +11.9% | +10.2% |
| 1Y | +39.7% | -13.1% | +52.8% | +40.8% |
| All | +39.7% | -14.0% | +53.7% | +40.8% |
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