+49.5%
TQQQ vs CAVA
-14.0%
+63.5%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +3.5% | -0.9% | +1.7% |
| 7D | -1.9% | -8.0% | +6.1% | 0.0% |
| 30D | -4.9% | -19.6% | +14.7% | 0.0% |
| 3M | -6.4% | -36.7% | +30.3% | +4.0% |
| 6M | +44.4% | -30.6% | +75.0% | +55.9% |
| YTD | +35.2% | -4.8% | +40.0% | +32.5% |
| 1Y | +49.5% | -13.1% | +62.6% | +54.9% |
| All | +49.5% | -14.0% | +63.5% | +54.9% |
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