+58.3%
XLE vs CAVA
+43.5%
+14.8%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.0% | +6.9% | +1.1% |
| 7D | +0.3% | -8.5% | +8.9% | +0.7% |
| 30D | +8.5% | -8.2% | +16.8% | +8.8% |
| 3M | +14.6% | -25.9% | +40.5% | +16.0% |
| 6M | +17.6% | -30.9% | +48.5% | +19.2% |
| YTD | +48.1% | -3.7% | +51.8% | +45.8% |
| 1Y | +53.8% | -13.4% | +67.2% | +52.3% |
| All | +58.3% | +43.5% | +14.8% | +58.7% |
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 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