+47.1%
ADP vs CAVA
+87.8%
-40.7%
-40.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.5% | -0.9% | +0.5% |
| 7D | +2.2% | -1.6% | +3.7% | +2.2% |
| 30D | +10.6% | +12.9% | -2.3% | +9.5% |
| 3M | +12.9% | -19.3% | +32.2% | +14.4% |
| 6M | +50.6% | -19.5% | +70.1% | +52.0% |
| YTD | +23.2% | -0.8% | +24.0% | +21.8% |
| 1Y | +25.3% | +20.8% | +4.5% | +22.0% |
| 3Y | +47.1% | +85.7% | -38.6% | +40.2% |
| All | +47.1% | +87.8% | -40.7% | +40.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling