+43.4%
XLK vs CAVA
-7.9%
+51.3%
-15.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -1.5% | +2.2% | +0.8% |
| 7D | +0.9% | -9.2% | +10.1% | +1.8% |
| 30D | +0.7% | -8.2% | +8.9% | +1.4% |
| 3M | -2.9% | -15.3% | +12.4% | -1.9% |
| 6M | +34.3% | -23.6% | +57.8% | +36.9% |
| YTD | +30.4% | +3.5% | +26.9% | +28.1% |
| 1Y | +43.4% | -7.9% | +51.2% | +44.4% |
| All | +43.4% | -7.9% | +51.3% | +44.4% |
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