+30.8%
SOXX vs CAVA
+17.1%
+13.7%
-71.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -70.7% | -3.2% | -67.5% | -69.3% |
| 7D | -23.0% | +1.4% | -24.3% | -19.8% |
| 30D | -32.9% | +14.0% | -46.9% | -31.1% |
| 3M | -25.3% | -9.3% | -16.0% | -21.5% |
| 6M | -17.8% | -33.6% | +15.8% | -9.8% |
| YTD | +32.1% | +2.2% | +29.8% | +34.1% |
| 1Y | +30.8% | +19.1% | +11.7% | +28.4% |
| All | +30.8% | +17.1% | +13.7% | +28.4% |
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