+73.8%
NFLX vs CAVA
+33.0%
+40.8%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +3.5% | -1.7% | +1.4% |
| 7D | -1.1% | -8.0% | +6.9% | 0.0% |
| 30D | +4.3% | -19.6% | +23.9% | +7.3% |
| 3M | -4.8% | -36.7% | +31.9% | +0.9% |
| 6M | -18.4% | -30.6% | +12.2% | -15.2% |
| YTD | -17.4% | -4.8% | -12.7% | -18.6% |
| 1Y | -35.7% | -13.1% | -22.6% | -36.0% |
| 3Y | +73.8% | +48.8% | +25.0% | +59.7% |
| All | +73.8% | +33.0% | +40.8% | +64.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling