-17.1%
CAVA vs CAPR
+26.9%
-44.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -3.9% | -0.5% | -4.4% |
| 7D | -12.4% | -10.6% | -1.9% | -12.3% |
| 30D | -11.2% | +111.2% | -122.4% | -12.2% |
| 3M | -33.8% | -67.2% | +33.4% | -33.5% |
| 6M | -32.5% | -75.1% | +42.6% | -32.0% |
| YTD | -8.0% | -71.2% | +63.2% | -7.5% |
| 1Y | -17.1% | +31.1% | -48.2% | -19.4% |
| All | -17.1% | +26.9% | -44.0% | -19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 CAPR 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