-13.1%
CAVA vs CPB
-33.6%
+20.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.3% | +3.2% | +3.4% |
| 7D | -8.0% | -1.8% | -6.3% | -7.7% |
| 30D | -19.6% | -7.1% | -12.5% | -18.3% |
| 3M | -36.7% | -6.0% | -30.6% | -36.0% |
| 6M | -30.6% | -5.3% | -25.3% | -29.7% |
| YTD | -4.8% | -20.8% | +16.1% | -3.1% |
| 1Y | -13.1% | -33.8% | +20.7% | -2.4% |
| All | -13.1% | -33.6% | +20.5% | -2.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling