+27.6%
CAVA vs CPB
-47.4%
+75.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.5% |
| 7D | -8.0% | -1.8% | -6.3% | -7.9% |
| 30D | -19.6% | -7.1% | -12.5% | -19.2% |
| 3M | -36.7% | -6.0% | -30.6% | -36.5% |
| 6M | -30.6% | -5.3% | -25.3% | -30.4% |
| YTD | -4.8% | -20.8% | +16.1% | -5.2% |
| 1Y | -13.1% | -33.8% | +20.7% | -13.8% |
| 3Y | +48.8% | -43.7% | +92.5% | +40.8% |
| All | +27.6% | -47.4% | +75.1% | +33.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 10y: compounded portfolio wealth divided by compounded CPB 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…
10y analysis · Full analysis span regression · 6 months rolling