+38.7%
XRT vs CAVA
+33.0%
+5.6%
-25.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.5% | -2.1% | +0.9% |
| 7D | -3.2% | -8.0% | +4.8% | -2.0% |
| 30D | -4.5% | -19.6% | +15.1% | -1.6% |
| 3M | -3.1% | -36.7% | +33.6% | +3.1% |
| 6M | +4.2% | -30.6% | +34.8% | +9.0% |
| YTD | -0.1% | -4.8% | +4.7% | -1.3% |
| 1Y | -3.0% | -13.1% | +10.1% | -3.4% |
| 3Y | +41.8% | +48.8% | -7.0% | +28.9% |
| All | +38.7% | +33.0% | +5.6% | +27.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling