+63.5%
BLK vs CAVA
+33.0%
+30.4%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.5% | -1.9% | +1.2% |
| 7D | -3.3% | -8.0% | +4.7% | -2.2% |
| 30D | -6.5% | -19.6% | +13.0% | -3.9% |
| 3M | +6.7% | -36.7% | +43.4% | +12.8% |
| 6M | +14.7% | -30.6% | +45.3% | +19.3% |
| YTD | +2.5% | -4.8% | +7.3% | +1.5% |
| 1Y | -2.8% | -13.1% | +10.3% | -3.0% |
| 3Y | +65.9% | +48.8% | +17.1% | +54.0% |
| All | +63.5% | +33.0% | +30.4% | +53.8% |
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