+35.0%
CAH vs CAVA
+19.2%
+15.9%
-20.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.6% | +2.8% | +0.8% | +3.5% |
| 7D | +7.0% | +14.2% | -7.2% | +6.7% |
| 30D | +12.4% | +14.6% | -2.2% | +12.0% |
| 3M | +12.2% | -2.3% | +14.5% | +11.9% |
| 6M | +33.2% | -30.5% | +63.7% | +32.8% |
| YTD | +28.4% | +5.6% | +22.8% | +30.3% |
| 1Y | +35.0% | +19.9% | +15.2% | +37.4% |
| All | +35.0% | +19.2% | +15.9% | +37.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling