+58.7%
SLB vs CAVA
-16.9%
+75.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -4.4% | +2.6% | -1.6% |
| 7D | -2.4% | -12.4% | +10.0% | -1.8% |
| 30D | +4.9% | -11.2% | +16.1% | +5.6% |
| 3M | +1.4% | -33.8% | +35.2% | +4.1% |
| 6M | +17.6% | -32.5% | +50.2% | +20.6% |
| YTD | +48.3% | -8.0% | +56.3% | +45.0% |
| 1Y | +58.7% | -17.1% | +75.8% | +52.4% |
| All | +58.7% | -16.9% | +75.6% | +52.4% |
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