+379.0%
SOXL vs CAVA
+33.0%
+346.0%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.2% | +3.5% | +1.8% | +3.1% |
| 7D | +3.9% | -8.0% | +11.9% | +9.3% |
| 30D | -14.3% | -19.6% | +5.3% | -2.5% |
| 3M | -45.6% | -36.7% | -8.9% | -29.4% |
| 6M | +117.2% | -30.6% | +147.8% | +160.7% |
| YTD | +189.8% | -4.8% | +194.6% | +169.9% |
| 1Y | +317.7% | -13.1% | +330.9% | +311.7% |
| 3Y | +478.6% | +48.8% | +429.9% | +427.3% |
| All | +379.0% | +33.0% | +346.0% | +354.6% |
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