+29.1%
CAVA vs A
+24.8%
+4.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | A | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.4% | -4.6% | -5.5% |
| 7D | -8.5% | -4.4% | -4.2% | -6.9% |
| 30D | -8.2% | -2.7% | -5.6% | -7.2% |
| 3M | -25.9% | +7.0% | -33.0% | -28.1% |
| 6M | -30.9% | +24.6% | -55.5% | -37.7% |
| YTD | -3.7% | +7.0% | -10.7% | -6.9% |
| 1Y | -13.4% | +15.6% | -29.0% | -19.4% |
| 3Y | +44.2% | +29.9% | +14.3% | +17.5% |
| All | +29.1% | +24.8% | +4.3% | +3.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling