+68.4%
XLE vs CAVA
+85.0%
-16.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -4.1% | +5.6% | +1.7% |
| 7D | +4.4% | -4.4% | +8.8% | +4.5% |
| 30D | -4.3% | +8.2% | -12.5% | -4.7% |
| 3M | +6.0% | -17.4% | +23.5% | +6.8% |
| 6M | +13.2% | -25.7% | +38.9% | +14.3% |
| YTD | +46.7% | -2.3% | +49.0% | +44.2% |
| 1Y | +46.6% | +17.6% | +29.0% | +41.8% |
| All | +68.4% | +85.0% | -16.7% | +79.0% |
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