+75.7%
XLE vs CAVA
+44.7%
+31.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.5% | +0.6% | -0.8% |
| 7D | +2.2% | -9.2% | +11.4% | +2.6% |
| 30D | +11.8% | -8.2% | +20.0% | +12.1% |
| 3M | +9.8% | -15.3% | +25.1% | +10.3% |
| 6M | +15.6% | -23.6% | +39.2% | +16.6% |
| YTD | +45.3% | +3.5% | +41.7% | +42.8% |
| 1Y | +48.3% | -7.9% | +56.2% | +46.7% |
| 3Y | +55.4% | +38.7% | +16.8% | +55.0% |
| All | +75.7% | +44.7% | +31.0% | +75.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling