+37.4%
CAVA vs ACWI
+77.8%
-40.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -0.5% | -0.6% | -0.2% |
| 7D | -1.5% | +1.1% | -2.6% | -3.4% |
| 30D | -3.7% | -0.2% | -3.5% | -3.1% |
| 3M | -18.3% | +4.7% | -23.0% | -25.0% |
| 6M | -23.5% | +14.5% | -37.9% | -41.1% |
| YTD | +2.5% | +14.6% | -12.2% | -20.8% |
| 1Y | -8.0% | +21.4% | -29.4% | -36.1% |
| 3Y | +53.5% | +77.6% | -24.1% | -47.8% |
| All | +37.4% | +77.8% | -40.4% | -51.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling