+123.8%
STX vs CAVA
+19.2%
+104.6%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +2.8% | -10.9% | -8.6% |
| 7D | -20.2% | +14.2% | -34.4% | -22.1% |
| 30D | -37.2% | +14.6% | -51.8% | -38.9% |
| 3M | -34.1% | -2.3% | -31.7% | -34.2% |
| 6M | -24.5% | -30.5% | +6.0% | -20.1% |
| YTD | +102.9% | +5.6% | +97.3% | +103.5% |
| 1Y | +123.8% | +19.9% | +103.9% | +126.5% |
| All | +123.8% | +19.2% | +104.6% | +126.5% |
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