-91.6%
SOXS vs CAVA
+19.2%
-110.8%
-96.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.8% | +2.8% | +6.0% | +9.5% |
| 7D | +46.7% | +14.2% | +32.4% | +52.2% |
| 30D | +97.0% | +14.6% | +82.4% | +104.7% |
| 3M | +39.5% | -2.3% | +41.8% | +39.5% |
| 6M | -54.9% | -30.5% | -24.4% | -60.8% |
| YTD | -90.4% | +5.6% | -96.0% | -89.4% |
| 1Y | -91.6% | +19.9% | -111.5% | -90.0% |
| All | -91.6% | +19.2% | -110.8% | -90.0% |
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