+180.7%
QLD vs CAVA
+34.5%
+146.1%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -6.0% | +5.4% | +1.0% |
| 7D | +1.9% | -8.5% | +10.4% | +4.3% |
| 30D | -1.8% | -8.2% | +6.4% | 0.0% |
| 3M | -0.1% | -25.9% | +25.8% | +6.9% |
| 6M | +32.6% | -30.9% | +63.5% | +43.7% |
| YTD | +27.9% | -3.7% | +31.6% | +23.5% |
| 1Y | +40.3% | -13.4% | +53.7% | +38.8% |
| 3Y | +182.5% | +44.2% | +138.2% | +159.5% |
| All | +180.7% | +34.5% | +146.1% | +163.3% |
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 2016-09-09 to 2026-09-09: 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling