+29.2%
SLB vs CAVA
+34.5%
-5.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -6.0% | +5.9% | +0.5% |
| 7D | -1.9% | -8.5% | +6.7% | -1.1% |
| 30D | +7.8% | -8.2% | +16.0% | +8.5% |
| 3M | +2.7% | -25.9% | +28.6% | +5.1% |
| 6M | +22.2% | -30.9% | +53.1% | +25.7% |
| YTD | +51.1% | -3.7% | +54.8% | +48.9% |
| 1Y | +63.3% | -13.4% | +76.8% | +62.1% |
| 3Y | +2.4% | +44.2% | -41.8% | +0.2% |
| All | +29.2% | +34.5% | -5.4% | +27.5% |
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