+269.3%
C vs CAVA
+52.8%
+216.5%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -1.0% | +0.3% | -0.5% |
| 7D | +3.2% | -1.5% | +4.7% | +3.4% |
| 30D | +1.3% | -3.7% | +4.9% | +1.5% |
| 3M | +3.1% | -18.3% | +21.4% | +5.7% |
| 6M | +29.6% | -23.5% | +53.1% | +33.9% |
| YTD | +19.0% | +2.5% | +16.5% | +16.3% |
| 1Y | +45.6% | -8.0% | +53.6% | +44.2% |
| All | +269.3% | +52.8% | +216.5% | +257.4% |
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