+414.7%
ASX vs CAVA
+28.6%
+386.1%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -4.4% | +1.2% | -2.6% |
| 7D | +6.5% | -12.4% | +18.9% | +8.5% |
| 30D | +3.1% | -11.2% | +14.3% | +4.6% |
| 3M | +17.4% | -33.8% | +51.2% | +24.1% |
| 6M | +85.4% | -32.5% | +118.0% | +94.6% |
| YTD | +150.1% | -8.0% | +158.1% | +146.8% |
| 1Y | +256.3% | -17.1% | +273.4% | +256.1% |
| 3Y | +446.9% | +37.8% | +409.0% | +414.6% |
| All | +414.7% | +28.6% | +386.1% | +382.6% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling