+144.2%
ALL vs CAVA
+28.6%
+115.6%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -4.4% | +3.7% | -0.5% |
| 7D | -4.3% | -12.4% | +8.1% | -3.8% |
| 30D | -3.6% | -11.2% | +7.6% | -3.3% |
| 3M | +13.2% | -33.8% | +47.0% | +14.8% |
| 6M | +22.5% | -32.5% | +55.0% | +23.9% |
| YTD | +22.7% | -8.0% | +30.7% | +21.8% |
| 1Y | +28.3% | -17.1% | +45.4% | +28.0% |
| 3Y | +152.0% | +37.8% | +114.2% | +139.7% |
| All | +144.2% | +28.6% | +115.6% | +136.3% |
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