+21.0%
XYZ vs CAVA
+43.2%
-22.2%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | -1.0% | -2.2% | -2.9% |
| 7D | +2.9% | -1.5% | +4.4% | +3.3% |
| 30D | +1.4% | -3.7% | +5.0% | +2.1% |
| 3M | +14.6% | -18.3% | +32.9% | +19.7% |
| 6M | +20.8% | -23.5% | +44.2% | +27.8% |
| YTD | +23.1% | +2.5% | +20.6% | +18.2% |
| 1Y | +5.6% | -8.0% | +13.6% | +3.9% |
| 3Y | +50.9% | +53.5% | -2.6% | +27.7% |
| All | +21.0% | +43.2% | -22.2% | +8.0% |
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