+197.6%
PSX vs CAVA
+43.2%
+154.4%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.0% | +2.6% | +1.6% |
| 7D | +2.8% | -1.5% | +4.4% | +2.9% |
| 30D | +27.8% | -3.7% | +31.4% | +27.8% |
| 3M | +42.0% | -18.3% | +60.3% | +43.1% |
| 6M | +58.1% | -23.5% | +81.6% | +59.6% |
| YTD | +105.0% | +2.5% | +102.6% | +101.2% |
| 1Y | +104.9% | -8.0% | +112.9% | +102.3% |
| 3Y | +134.1% | +53.5% | +80.6% | +137.3% |
| All | +197.6% | +43.2% | +154.4% | +202.8% |
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 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