+73.6%
XOM vs CAVA
+28.6%
+45.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.4% | +5.1% | +0.7% |
| 7D | +1.9% | -12.4% | +14.3% | +2.1% |
| 30D | +4.1% | -11.2% | +15.3% | +4.2% |
| 3M | +10.4% | -33.8% | +44.2% | +11.3% |
| 6M | +13.0% | -32.5% | +45.5% | +13.7% |
| YTD | +40.1% | -8.0% | +48.0% | +38.9% |
| 1Y | +51.1% | -17.1% | +68.3% | +50.3% |
| 3Y | +57.7% | +37.8% | +19.9% | +58.7% |
| All | +73.6% | +28.6% | +45.0% | +74.7% |
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