+117.2%
SOXL vs CAVA
-30.2%
+147.4%
-69.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.5% | +1.8% | +4.1% |
| 7D | +3.9% | -8.0% | +11.9% | +6.5% |
| 30D | -14.3% | -19.6% | +5.3% | -8.6% |
| 3M | -45.6% | -36.7% | -8.9% | -36.6% |
| 6M | +117.2% | -30.6% | +147.8% | +147.9% |
| All | +117.2% | -30.2% | +147.4% | +147.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling