+149.6%
GOOGL vs CAVA
+41.9%
+107.6%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | +1.4% |
| 7D | 0.0% | -8.0% | +8.0% | +0.9% |
| 30D | -1.4% | -19.6% | +18.2% | +0.9% |
| 3M | -5.3% | -36.7% | +31.4% | -0.7% |
| 6M | +9.8% | -30.6% | +40.4% | +13.6% |
| YTD | +8.4% | -4.8% | +13.1% | +7.3% |
| 1Y | +41.2% | -13.1% | +54.3% | +40.9% |
| 3Y | +149.6% | +48.8% | +100.8% | +141.3% |
| All | +149.6% | +41.9% | +107.6% | +141.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling