+99.6%
PSX vs CAVA
-7.9%
+107.5%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +0.1% |
| 7D | +4.5% | -9.2% | +13.8% | +4.3% |
| 30D | +26.6% | -8.2% | +34.8% | +26.4% |
| 3M | +39.3% | -15.3% | +54.6% | +38.9% |
| 6M | +56.8% | -23.6% | +80.4% | +56.4% |
| YTD | +101.8% | +3.5% | +98.3% | +97.6% |
| 1Y | +99.6% | -7.9% | +107.5% | +93.8% |
| All | +99.6% | -7.9% | +107.5% | +93.8% |
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