+72.4%
NFLX vs CAVA
+43.2%
+29.2%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.0% | -0.9% | -1.8% |
| 7D | -5.0% | -1.5% | -3.5% | -4.8% |
| 30D | +3.5% | -3.7% | +7.2% | +3.8% |
| 3M | -7.1% | -18.3% | +11.2% | -5.0% |
| 6M | -22.5% | -23.5% | +1.0% | -20.4% |
| YTD | -18.1% | +2.5% | -20.6% | -20.0% |
| 1Y | -38.3% | -8.0% | -30.4% | -39.0% |
| 3Y | +73.4% | +53.5% | +19.9% | +58.5% |
| All | +72.4% | +43.2% | +29.2% | +61.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling