-13.4%
CAVA vs CVE
+109.0%
-122.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +0.8% | -6.8% | -6.0% |
| 7D | -8.5% | +2.0% | -10.5% | -8.3% |
| 30D | -8.2% | +13.2% | -21.4% | -7.0% |
| 3M | -25.9% | +21.7% | -47.6% | -23.9% |
| 6M | -30.9% | +48.4% | -79.3% | -29.2% |
| YTD | -3.7% | +100.1% | -103.8% | -3.2% |
| 1Y | -13.4% | +107.8% | -121.3% | -13.4% |
| All | -13.4% | +109.0% | -122.4% | -13.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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