+65.6%
XOP vs CAVA
+34.5%
+31.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -6.0% | +6.6% | +1.0% |
| 7D | +1.0% | -8.5% | +9.5% | +1.5% |
| 30D | +10.8% | -8.2% | +19.1% | +11.3% |
| 3M | +19.5% | -25.9% | +45.4% | +21.5% |
| 6M | +21.6% | -30.9% | +52.5% | +23.9% |
| YTD | +55.8% | -3.7% | +59.5% | +52.5% |
| 1Y | +54.6% | -13.4% | +68.1% | +52.6% |
| 3Y | +36.6% | +44.2% | -7.6% | +34.6% |
| All | +65.6% | +34.5% | +31.1% | +64.3% |
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