+66.3%
XOP vs CAVA
+33.0%
+33.2%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.5% | -3.4% | -0.1% |
| 7D | +2.6% | -8.0% | +10.7% | +3.2% |
| 30D | +9.6% | -19.6% | +29.2% | +11.1% |
| 3M | +20.4% | -36.7% | +57.0% | +24.0% |
| 6M | +19.9% | -30.6% | +50.5% | +22.1% |
| YTD | +56.4% | -4.8% | +61.2% | +53.1% |
| 1Y | +52.4% | -13.1% | +65.6% | +50.3% |
| 3Y | +39.9% | +48.8% | -8.9% | +37.6% |
| All | +66.3% | +33.0% | +33.2% | +65.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling