+171.2%
INTC vs CAVA
+41.9%
+129.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -0.9% | +2.0% |
| 7D | +7.5% | -8.0% | +15.5% | +9.0% |
| 30D | +2.0% | -19.6% | +21.5% | +5.7% |
| 3M | -12.0% | -36.7% | +24.7% | -5.4% |
| 6M | +114.5% | -30.6% | +145.1% | +125.8% |
| YTD | +179.0% | -4.8% | +183.8% | +174.5% |
| 1Y | +318.3% | -13.1% | +331.4% | +315.9% |
| 3Y | +171.2% | +48.8% | +122.4% | +159.5% |
| All | +171.2% | +41.9% | +129.3% | +159.5% |
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 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