+55.9%
SOXL vs CAVA
+19.2%
+36.7%
-77.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +2.8% | -11.6% | -9.6% |
| 7D | -37.9% | +14.2% | -52.1% | -40.8% |
| 30D | -59.4% | +14.6% | -74.0% | -61.6% |
| 3M | -52.3% | -2.3% | -50.0% | -52.6% |
| 6M | -47.7% | -30.5% | -17.2% | -40.8% |
| YTD | +58.8% | +5.6% | +53.1% | +48.5% |
| 1Y | +55.9% | +19.9% | +36.0% | +36.3% |
| All | +55.9% | +19.2% | +36.7% | +36.3% |
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