+1.0%
XLU vs CAVA
+19.2%
-18.2%
-16.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +2.8% | -2.3% | +0.4% |
| 7D | +2.6% | +14.2% | -11.6% | +2.3% |
| 30D | +9.1% | +14.6% | -5.5% | +8.8% |
| 3M | -0.4% | -2.3% | +1.9% | -0.5% |
| 6M | -4.7% | -30.5% | +25.9% | -4.3% |
| YTD | +4.3% | +5.6% | -1.3% | +5.1% |
| 1Y | +1.0% | +19.9% | -18.9% | +2.1% |
| All | +1.0% | +19.2% | -18.2% | +2.1% |
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 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