+19.9%
CAVA vs EMB
+0.7%
+19.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.0% | +1.8% | +0.4% |
| 7D | +14.2% | +0.7% | +13.5% | +12.4% |
| 30D | +14.6% | +2.3% | +12.2% | +8.6% |
| 3M | -2.3% | -2.5% | +0.2% | +4.6% |
| 6M | -30.5% | -1.1% | -29.4% | -28.0% |
| YTD | +5.6% | -0.6% | +6.2% | +11.0% |
| 1Y | +19.9% | +0.6% | +19.3% | +20.8% |
| All | +19.9% | +0.7% | +19.2% | +20.8% |
Cumulative growth
Daily Returns
Daily percentage return beside EMB.
Daily Out/Under-Performance
Portfolio return minus EMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EMB 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 EMB 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