+25.0%
XYZ vs CAVA
+44.7%
-19.6%
-53.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.5% | +0.7% | -0.3% |
| 7D | -1.0% | -9.2% | +8.3% | +1.7% |
| 30D | -1.7% | -8.2% | +6.5% | +0.3% |
| 3M | +16.7% | -15.3% | +32.1% | +20.8% |
| 6M | +26.9% | -23.6% | +50.4% | +34.3% |
| YTD | +27.1% | +3.5% | +23.6% | +21.8% |
| 1Y | +9.3% | -7.9% | +17.1% | +7.5% |
| 3Y | +42.3% | +38.7% | +3.6% | +21.5% |
| All | +25.0% | +44.7% | -19.6% | +11.2% |
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