+17.0%
SLB vs CAVA
+38.6%
-21.6%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.5% | 0.0% | +1.4% |
| 7D | +3.5% | -1.6% | +5.1% | +3.6% |
| 30D | +6.5% | +12.9% | -6.4% | +5.2% |
| 3M | -0.2% | -19.3% | +19.1% | +1.5% |
| 6M | -5.7% | -19.5% | +13.7% | -4.6% |
| YTD | +36.8% | -0.8% | +37.6% | +34.2% |
| 1Y | +45.8% | +20.8% | +25.0% | +39.6% |
| 3Y | +3.4% | +85.7% | -82.3% | -1.0% |
| All | +17.0% | +38.6% | -21.6% | +14.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling