+37.4%
CAVA vs CBRE
+83.0%
-45.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -3.8% | +2.8% | +1.3% |
| 7D | -1.5% | -1.5% | 0.0% | -0.8% |
| 30D | -3.7% | -4.0% | +0.3% | -1.3% |
| 3M | -18.3% | +8.0% | -26.3% | -22.8% |
| 6M | -23.5% | +4.0% | -27.4% | -26.1% |
| YTD | +2.5% | -11.5% | +14.0% | +8.9% |
| 1Y | -8.0% | -13.0% | +5.0% | -1.4% |
| 3Y | +53.5% | +66.9% | -13.4% | +7.6% |
| All | +37.4% | +83.0% | -45.6% | -19.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 CBRE 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