+38.8%
CAVA vs ARWR
+145.6%
-106.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ARWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.2% | -1.3% | -1.5% |
| 7D | -9.2% | +1.7% | -10.9% | -9.4% |
| 30D | -8.2% | -0.7% | -7.5% | -8.2% |
| 3M | -15.3% | +14.9% | -30.2% | -17.0% |
| 6M | -23.6% | +32.6% | -56.2% | -26.5% |
| YTD | +3.5% | +30.0% | -26.5% | -0.6% |
| 1Y | -7.9% | +208.4% | -216.2% | -20.5% |
| 3Y | +38.7% | +208.8% | -170.1% | +7.3% |
| All | +38.8% | +145.6% | -106.8% | +2.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling