+13.6%
KMB vs CAVA
+19.2%
-5.6%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.1% | +2.8% | +1.4% | +4.0% |
| 7D | +0.4% | +14.2% | -13.9% | -0.5% |
| 30D | +14.0% | +14.6% | -0.5% | +13.0% |
| 3M | -1.3% | -2.3% | +1.0% | -1.4% |
| 6M | +16.7% | -30.5% | +47.2% | +17.4% |
| YTD | +12.0% | +5.6% | +6.4% | +12.9% |
| 1Y | +13.6% | +19.9% | -6.3% | +14.1% |
| All | +13.6% | +19.2% | -5.6% | +14.1% |
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