+101.6%
PSX vs CAVA
-14.0%
+115.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.5% | -3.1% | +0.4% |
| 7D | +1.7% | -8.0% | +9.7% | +1.5% |
| 30D | +15.6% | -19.6% | +35.2% | +15.1% |
| 3M | +46.5% | -36.7% | +83.1% | +45.8% |
| 6M | +55.0% | -30.6% | +85.6% | +54.4% |
| YTD | +105.3% | -4.8% | +110.1% | +100.6% |
| 1Y | +101.6% | -13.1% | +114.7% | +95.5% |
| All | +101.6% | -14.0% | +115.6% | +95.5% |
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