+30.9%
BABA vs CAVA
+41.9%
-11.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.5% | -2.8% | +0.6% |
| 7D | -3.5% | -8.0% | +4.6% | -3.3% |
| 30D | -12.7% | -19.6% | +6.8% | -12.4% |
| 3M | -3.0% | -36.7% | +33.7% | -1.9% |
| 6M | -19.1% | -30.6% | +11.5% | -18.4% |
| YTD | -24.7% | -4.8% | -20.0% | -25.0% |
| 1Y | -29.0% | -13.1% | -15.9% | -29.1% |
| 3Y | +30.9% | +48.8% | -17.8% | +23.4% |
| All | +30.9% | +41.9% | -11.0% | +23.4% |
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