+24.3%
XYZ vs CAVA
+36.5%
-12.3%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.1% | +0.1% | -2.9% |
| 7D | -2.1% | -4.4% | +2.3% | -0.9% |
| 30D | +7.0% | +8.2% | -1.2% | +4.7% |
| 3M | +5.1% | -17.4% | +22.5% | +10.2% |
| 6M | +14.1% | -25.7% | +39.8% | +21.6% |
| YTD | +26.4% | -2.3% | +28.7% | +22.5% |
| 1Y | +25.1% | +17.6% | +7.4% | +14.3% |
| 3Y | +59.7% | +84.6% | -24.9% | +32.5% |
| All | +24.3% | +36.5% | -12.3% | +11.9% |
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