+38.8%
CAVA vs ACWI
+78.6%
-39.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ACWI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | 0.0% | -1.4% | -1.4% |
| 7D | -9.2% | +0.5% | -9.7% | -10.0% |
| 30D | -8.2% | +0.9% | -9.0% | -9.3% |
| 3M | -15.3% | +2.4% | -17.7% | -19.3% |
| 6M | -23.6% | +12.4% | -36.0% | -39.1% |
| YTD | +3.5% | +15.2% | -11.6% | -20.6% |
| 1Y | -7.9% | +22.7% | -30.6% | -37.3% |
| 3Y | +38.7% | +75.8% | -37.1% | -51.4% |
| All | +38.8% | +78.6% | -39.8% | -50.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling