+270.0%
VLO vs CAVA
+28.6%
+241.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -4.4% | +3.5% | -0.7% |
| 7D | +4.0% | -12.4% | +16.4% | +4.7% |
| 30D | +19.0% | -11.2% | +30.2% | +19.6% |
| 3M | +50.0% | -33.8% | +83.8% | +52.8% |
| 6M | +79.1% | -32.5% | +111.7% | +81.8% |
| YTD | +140.3% | -8.0% | +148.3% | +137.3% |
| 1Y | +148.3% | -17.1% | +165.5% | +146.4% |
| 3Y | +194.6% | +37.8% | +156.8% | +203.5% |
| All | +270.0% | +28.6% | +241.4% | +282.3% |
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