+23.3%
CAVA vs ARWR
+135.4%
-112.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.2% | -4.6% | -4.5% |
| 7D | -12.4% | -4.3% | -8.1% | -12.0% |
| 30D | -11.2% | -7.3% | -3.9% | -10.6% |
| 3M | -33.8% | +17.0% | -50.8% | -35.3% |
| 6M | -32.5% | +39.8% | -72.3% | -35.4% |
| YTD | -8.0% | +24.7% | -32.6% | -11.3% |
| 1Y | -17.1% | +186.5% | -203.6% | -27.9% |
| 3Y | +37.8% | +176.8% | -139.0% | +6.0% |
| All | +23.3% | +135.4% | -112.1% | -8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside ARWR.
Daily Out/Under-Performance
Portfolio return minus ARWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ARWR 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 ARWR 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