+10.1%
KMB vs CAVA
+18.8%
-8.7%
-16.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | +1.5% | +0.6% | +2.0% |
| 7D | +0.9% | -1.6% | +2.5% | +1.0% |
| 30D | +10.1% | +12.9% | -2.8% | +9.3% |
| 3M | 0.0% | -19.3% | +19.4% | +0.9% |
| 6M | +15.7% | -19.5% | +35.1% | +16.6% |
| YTD | +12.6% | -0.8% | +13.4% | +14.1% |
| 1Y | +10.1% | +20.8% | -10.7% | +11.1% |
| All | +10.1% | +18.8% | -8.7% | +11.1% |
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