+33.0%
CAVA vs CASY
+228.8%
-195.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CASY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +0.8% | +0.8% | +1.3% |
| 7D | -1.6% | +3.6% | -5.1% | -2.8% |
| 30D | +12.9% | +9.1% | +3.8% | +9.2% |
| 3M | -19.3% | -16.5% | -2.8% | -14.6% |
| 6M | -19.5% | -19.7% | +0.2% | -14.2% |
| YTD | -0.8% | +29.3% | -30.0% | -14.0% |
| 1Y | +20.8% | +33.1% | -12.3% | +3.2% |
| 3Y | +85.7% | +158.5% | -72.8% | +23.7% |
| All | +33.0% | +228.8% | -195.8% | -3.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CASY.
Daily Out/Under-Performance
Portfolio return minus CASY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CASY 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 CASY 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