+48.3%
XLE vs CAVA
-7.9%
+56.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.9% |
| 7D | +2.2% | -9.2% | +11.4% | +2.0% |
| 30D | +11.8% | -8.2% | +20.0% | +11.7% |
| 3M | +9.8% | -15.3% | +25.1% | +9.6% |
| 6M | +15.6% | -23.6% | +39.2% | +15.4% |
| YTD | +45.3% | +3.5% | +41.7% | +42.3% |
| 1Y | +48.3% | -7.9% | +56.2% | +45.6% |
| All | +48.3% | -7.9% | +56.2% | +45.6% |
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 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