+97.7%
CAVA vs CART
+112.9%
-15.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CART | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.6% | +4.8% | +5.3% |
| 7D | +0.5% | +1.5% | -1.0% | +0.1% |
| 30D | +16.2% | +22.4% | -6.2% | +10.1% |
| 3M | -0.1% | +16.5% | -16.6% | -4.3% |
| 6M | -21.5% | +44.9% | -66.4% | -29.6% |
| YTD | +6.2% | +30.0% | -23.7% | -2.5% |
| 1Y | +28.2% | +59.1% | -30.9% | +9.7% |
| 3Y | +97.7% | +138.8% | -41.1% | +67.0% |
| All | +97.7% | +112.9% | -15.1% | +67.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CART.
Daily Out/Under-Performance
Portfolio return minus CART return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CART 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 3y: compounded portfolio wealth divided by compounded CART 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…
3y analysis · Full analysis span regression · 6 months rolling