+23.3%
CAVA vs A
+23.4%
-0.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.1% | -3.3% | -4.0% |
| 7D | -12.4% | -4.6% | -7.9% | -10.8% |
| 30D | -11.2% | -4.3% | -6.9% | -9.6% |
| 3M | -33.8% | +8.9% | -42.7% | -36.1% |
| 6M | -32.5% | +24.5% | -57.0% | -39.2% |
| YTD | -8.0% | +5.8% | -13.8% | -10.6% |
| 1Y | -17.1% | +16.2% | -33.4% | -23.1% |
| 3Y | +37.8% | +28.5% | +9.4% | +12.8% |
| All | +23.3% | +23.4% | -0.1% | -0.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling