+51.7%
B vs CAVA
-14.0%
+65.7%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.5% | -3.0% | +0.1% |
| 7D | -2.4% | -8.0% | +5.6% | -1.5% |
| 30D | +6.3% | -19.6% | +25.9% | +8.8% |
| 3M | +12.1% | -36.7% | +48.8% | +16.5% |
| 6M | -3.1% | -30.6% | +27.5% | +0.1% |
| YTD | +2.0% | -4.8% | +6.7% | +2.8% |
| 1Y | +51.7% | -13.1% | +64.8% | +52.9% |
| All | +51.7% | -14.0% | +65.7% | +52.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling