+214.7%
C vs CAVA
+34.5%
+180.1%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -6.0% | +6.8% | +1.7% |
| 7D | +2.6% | -8.5% | +11.1% | +3.9% |
| 30D | +1.9% | -8.2% | +10.1% | +2.8% |
| 3M | +2.8% | -25.9% | +28.7% | +6.8% |
| 6M | +30.6% | -30.9% | +61.5% | +36.6% |
| YTD | +19.9% | -3.7% | +23.6% | +18.6% |
| 1Y | +44.6% | -13.4% | +58.0% | +44.6% |
| 3Y | +272.1% | +44.2% | +227.9% | +264.0% |
| All | +214.7% | +34.5% | +180.1% | +209.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling