+99.4%
XBI vs CAVA
+41.9%
+57.5%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +3.5% | -3.9% | -0.8% |
| 7D | -4.6% | -8.0% | +3.4% | -3.6% |
| 30D | -2.0% | -19.6% | +17.6% | +0.6% |
| 3M | +17.8% | -36.7% | +54.5% | +24.3% |
| 6M | +23.7% | -30.6% | +54.3% | +28.5% |
| YTD | +28.2% | -4.8% | +33.0% | +26.1% |
| 1Y | +64.0% | -13.1% | +77.1% | +62.9% |
| 3Y | +99.4% | +48.8% | +50.6% | +66.6% |
| All | +99.4% | +41.9% | +57.5% | +66.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling