-23.3%
INFY vs CAVA
+19.2%
-42.5%
-47.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +2.8% | -0.2% | +2.3% |
| 7D | +1.2% | +14.2% | -13.0% | -0.2% |
| 30D | +13.8% | +14.6% | -0.8% | +12.0% |
| 3M | -2.9% | -2.3% | -0.6% | -3.2% |
| 6M | +2.2% | -30.5% | +32.7% | +5.5% |
| YTD | -29.8% | +5.6% | -35.4% | -33.1% |
| 1Y | -23.3% | +19.9% | -43.2% | -29.5% |
| All | -23.3% | +19.2% | -42.5% | -29.5% |
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