+1,351.8%
STX vs CAVA
+34.5%
+1,317.2%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | -6.0% | +4.0% | -1.0% |
| 7D | +9.6% | -8.5% | +18.1% | +11.2% |
| 30D | +10.6% | -8.2% | +18.8% | +12.0% |
| 3M | +4.8% | -25.9% | +30.7% | +9.3% |
| 6M | +137.3% | -30.9% | +168.2% | +149.6% |
| YTD | +222.5% | -3.7% | +226.2% | +220.2% |
| 1Y | +366.2% | -13.4% | +379.7% | +368.6% |
| 3Y | +1,352.9% | +44.2% | +1,308.7% | +1,279.1% |
| All | +1,351.8% | +34.5% | +1,317.2% | +1,280.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling