-13.4%
CAVA vs ACWI
+20.9%
-34.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.6% | -5.4% | -5.2% |
| 7D | -8.5% | 0.0% | -8.5% | -8.5% |
| 30D | -8.2% | -0.6% | -7.6% | -7.2% |
| 3M | -25.9% | +4.3% | -30.2% | -30.2% |
| 6M | -30.9% | +12.7% | -43.6% | -43.8% |
| YTD | -3.7% | +13.9% | -17.6% | -21.7% |
| 1Y | -13.4% | +20.5% | -34.0% | -36.5% |
| All | -13.4% | +20.9% | -34.3% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ACWI.
Daily Out/Under-Performance
Portfolio return minus ACWI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ACWI 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 ACWI 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