+30.2%
SLB vs CAVA
+44.7%
-14.4%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.5% | +1.6% | +0.3% |
| 7D | +0.8% | -9.2% | +10.1% | +1.7% |
| 30D | +15.8% | -8.2% | +24.0% | +16.5% |
| 3M | -0.3% | -15.3% | +15.0% | +0.7% |
| 6M | +21.3% | -23.6% | +44.9% | +23.7% |
| YTD | +52.3% | +3.5% | +48.8% | +49.2% |
| 1Y | +63.6% | -7.9% | +71.5% | +61.5% |
| 3Y | +3.8% | +38.7% | -34.9% | +1.6% |
| All | +30.2% | +44.7% | -14.4% | +27.7% |
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