-1.6%
XLY vs CAVA
+17.1%
-18.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -3.2% | -0.7% | -3.5% |
| 7D | +1.2% | +1.4% | -0.1% | +1.1% |
| 30D | +5.3% | +14.0% | -8.7% | +3.8% |
| 3M | -0.6% | -9.3% | +8.7% | +0.1% |
| 6M | +0.1% | -33.6% | +33.6% | +3.9% |
| YTD | -0.9% | +2.2% | -3.1% | -2.4% |
| 1Y | -1.6% | +19.1% | -20.7% | -6.1% |
| All | -1.6% | +17.1% | -18.7% | -6.1% |
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