+29.1%
CAVA vs EMB
+29.9%
-0.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.2% | -5.8% | -5.6% |
| 7D | -8.5% | 0.0% | -8.6% | -8.6% |
| 30D | -8.2% | -0.3% | -8.0% | -7.6% |
| 3M | -25.9% | -0.3% | -25.6% | -25.2% |
| 6M | -30.9% | +0.7% | -31.7% | -31.8% |
| YTD | -3.7% | +1.3% | -5.0% | -5.8% |
| 1Y | -13.4% | +4.7% | -18.1% | -21.3% |
| 3Y | +44.2% | +30.1% | +14.1% | -13.1% |
| All | +29.1% | +29.9% | -0.9% | -20.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling