+29.1%
CAVA vs EFX
-24.4%
+53.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EFX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -2.1% | -4.0% | -5.3% |
| 7D | -8.5% | -9.4% | +0.8% | -5.2% |
| 30D | -8.2% | -6.9% | -1.3% | -5.9% |
| 3M | -25.9% | +0.1% | -26.0% | -26.9% |
| 6M | -30.9% | -17.3% | -13.6% | -26.4% |
| YTD | -3.7% | -21.8% | +18.1% | +4.3% |
| 1Y | -13.4% | -32.5% | +19.1% | -0.5% |
| 3Y | +44.2% | -12.3% | +56.6% | +40.1% |
| All | +29.1% | -24.4% | +53.5% | +25.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EFX.
Daily Out/Under-Performance
Portfolio return minus EFX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EFX 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 EFX 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