-13.1%
CAVA vs EMB
+3.1%
-16.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.7% |
| 7D | -8.0% | -1.2% | -6.8% | -5.1% |
| 30D | -19.6% | -1.3% | -18.3% | -16.8% |
| 3M | -36.7% | -1.8% | -34.9% | -33.5% |
| 6M | -30.6% | +0.2% | -30.8% | -30.3% |
| YTD | -4.8% | +0.4% | -5.2% | -3.9% |
| 1Y | -13.1% | +2.8% | -15.9% | -15.5% |
| All | -13.1% | +3.1% | -16.2% | -15.5% |
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