+166.8%
GOOGL vs CAVA
+34.5%
+132.3%
-29.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | -6.0% | +3.8% | -1.7% |
| 7D | -1.9% | -8.5% | +6.7% | -1.0% |
| 30D | -7.5% | -8.2% | +0.8% | -6.9% |
| 3M | -9.2% | -25.9% | +16.7% | -6.9% |
| 6M | +8.1% | -30.9% | +39.0% | +11.3% |
| YTD | +5.8% | -3.7% | +9.6% | +5.0% |
| 1Y | +38.3% | -13.4% | +51.8% | +38.3% |
| 3Y | +144.8% | +44.2% | +100.5% | +139.2% |
| All | +166.8% | +34.5% | +132.3% | +163.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling