+96.9%
PSX vs CAVA
+19.2%
+77.7%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.5% | +2.8% | -7.3% | -4.4% |
| 7D | -5.2% | +14.2% | -19.4% | -4.7% |
| 30D | -3.7% | +14.6% | -18.3% | -3.3% |
| 3M | +26.8% | -2.3% | +29.1% | +26.9% |
| 6M | +47.3% | -30.5% | +77.8% | +47.3% |
| YTD | +105.4% | +5.6% | +99.8% | +100.3% |
| 1Y | +96.9% | +19.9% | +77.0% | +91.1% |
| All | +96.9% | +19.2% | +77.7% | +91.1% |
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