+97.2%
QQQM vs CAVA
+33.0%
+64.2%
-22.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.5% | -2.6% | +0.4% |
| 7D | -0.6% | -8.0% | +7.5% | +0.5% |
| 30D | -1.2% | -19.6% | +18.4% | +1.6% |
| 3M | -0.1% | -36.7% | +36.6% | +5.8% |
| 6M | +18.0% | -30.6% | +48.5% | +22.7% |
| YTD | +16.7% | -4.8% | +21.5% | +14.8% |
| 1Y | +23.0% | -13.1% | +36.2% | +22.2% |
| 3Y | +93.3% | +48.8% | +44.6% | +83.3% |
| All | +97.2% | +33.0% | +64.2% | +89.2% |
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