-12.8%
KMB vs CAVA
+43.5%
-56.3%
-34.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -6.0% | +1.9% | -4.0% |
| 7D | -8.6% | -8.5% | -0.1% | -8.5% |
| 30D | -7.5% | -8.2% | +0.7% | -7.4% |
| 3M | -0.6% | -25.9% | +25.3% | -0.4% |
| 6M | -1.5% | -30.9% | +29.4% | -1.4% |
| YTD | +1.6% | -3.7% | +5.3% | +2.2% |
| 1Y | -20.8% | -13.4% | -7.3% | -20.5% |
| All | -12.8% | +43.5% | -56.3% | -14.3% |
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