+27.6%
CAVA vs A
+26.7%
+0.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.7% | +0.8% | +2.4% |
| 7D | -8.0% | -2.6% | -5.4% | -7.0% |
| 30D | -19.6% | -0.9% | -18.7% | -19.2% |
| 3M | -36.7% | +13.6% | -50.3% | -39.8% |
| 6M | -30.6% | +27.8% | -58.4% | -38.1% |
| YTD | -4.8% | +8.6% | -13.4% | -8.4% |
| 1Y | -13.1% | +16.9% | -30.0% | -19.4% |
| 3Y | +48.8% | +32.9% | +15.9% | +20.4% |
| All | +27.6% | +26.7% | +0.9% | +1.6% |
Cumulative growth
Daily Returns
Daily percentage return beside A.
Daily Out/Under-Performance
Portfolio return minus A return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × A 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 10y: compounded portfolio wealth divided by compounded A 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…
10y analysis · Full analysis span regression · 6 months rolling