+151.7%
ALL vs CAVA
+44.7%
+107.1%
-14.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -1.5% | +0.1% | -1.3% |
| 7D | 0.0% | -9.2% | +9.3% | +0.4% |
| 30D | -1.5% | -8.2% | +6.7% | -1.2% |
| 3M | +23.6% | -15.3% | +38.9% | +24.1% |
| 6M | +22.3% | -23.6% | +45.9% | +23.2% |
| YTD | +26.5% | +3.5% | +23.0% | +25.1% |
| 1Y | +27.0% | -7.9% | +34.9% | +26.2% |
| 3Y | +149.6% | +38.7% | +110.9% | +138.2% |
| All | +151.7% | +44.7% | +107.1% | +142.6% |
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