+119.7%
XLK vs CAVA
+33.0%
+86.6%
-25.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +3.5% | -2.2% | +0.8% |
| 7D | +0.2% | -8.0% | +8.2% | +1.5% |
| 30D | -0.6% | -19.6% | +18.9% | +2.6% |
| 3M | +2.6% | -36.7% | +39.2% | +9.5% |
| 6M | +34.0% | -30.6% | +64.5% | +40.2% |
| YTD | +30.7% | -4.8% | +35.5% | +28.3% |
| 1Y | +39.2% | -13.1% | +52.3% | +38.2% |
| 3Y | +120.4% | +48.8% | +71.6% | +110.3% |
| All | +119.7% | +33.0% | +86.6% | +112.3% |
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