+43.8%
CAVA vs CPB
-43.2%
+86.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -4.3% | -0.1% | -4.3% |
| 7D | -12.4% | -5.4% | -7.1% | -12.2% |
| 30D | -11.2% | -7.8% | -3.4% | -10.9% |
| 3M | -33.8% | -6.9% | -26.9% | -33.7% |
| 6M | -32.5% | -12.2% | -20.3% | -32.6% |
| YTD | -8.0% | -21.1% | +13.1% | -8.7% |
| 1Y | -17.1% | -33.5% | +16.4% | -18.3% |
| All | +43.8% | -43.2% | +86.9% | +31.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling