+29.5%
XLB vs CAVA
+19.2%
+10.3%
-12.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +2.8% | -0.3% | +2.3% |
| 7D | +3.9% | +14.2% | -10.3% | +2.9% |
| 30D | +8.9% | +14.6% | -5.7% | +7.7% |
| 3M | +4.1% | -2.3% | +6.4% | +4.1% |
| 6M | +7.3% | -30.5% | +37.8% | +9.9% |
| YTD | +20.4% | +5.6% | +14.8% | +17.7% |
| 1Y | +29.5% | +19.9% | +9.7% | +24.1% |
| All | +29.5% | +19.2% | +10.3% | +24.1% |
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