+184.8%
C vs CAVA
+36.5%
+148.3%
-31.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -4.1% | +4.0% | +0.5% |
| 7D | +4.7% | -4.4% | +9.2% | +5.4% |
| 30D | +0.2% | +8.2% | -8.1% | -1.2% |
| 3M | -9.3% | -17.4% | +8.1% | -7.2% |
| 6M | -0.8% | -25.7% | +24.9% | +2.5% |
| YTD | +8.5% | -2.3% | +10.8% | +6.8% |
| 1Y | +23.1% | +17.6% | +5.5% | +17.8% |
| 3Y | +220.8% | +84.6% | +136.2% | +208.5% |
| All | +184.8% | +36.5% | +148.3% | +178.8% |
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