+59.5%
TXN vs CAVA
+28.6%
+30.9%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -4.4% | +3.4% | -0.5% |
| 7D | +2.0% | -12.4% | +14.4% | +3.7% |
| 30D | -8.0% | -11.2% | +3.2% | -6.9% |
| 3M | -7.8% | -33.8% | +26.0% | -3.2% |
| 6M | +32.4% | -32.5% | +64.9% | +37.8% |
| YTD | +51.7% | -8.0% | +59.7% | +48.9% |
| 1Y | +44.3% | -17.1% | +61.4% | +43.3% |
| 3Y | +71.3% | +37.8% | +33.4% | +58.0% |
| All | +59.5% | +28.6% | +30.9% | +47.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling