+51.2%
JNJ vs CAVA
+19.2%
+32.0%
-11.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.8% | +1.0% | +3.9% |
| 7D | +1.9% | +14.2% | -12.3% | +2.3% |
| 30D | +9.2% | +14.6% | -5.3% | +9.6% |
| 3M | +8.9% | -2.3% | +11.2% | +8.9% |
| 6M | +24.6% | -30.5% | +55.1% | +23.5% |
| YTD | +35.7% | +5.6% | +30.1% | +37.3% |
| 1Y | +51.2% | +19.9% | +31.3% | +54.4% |
| All | +51.2% | +19.2% | +32.0% | +54.4% |
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