-7.9%
CAVA vs EME
+19.7%
-27.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.7% | -3.2% | -1.8% |
| 7D | -9.2% | +1.9% | -11.1% | -9.6% |
| 30D | -8.2% | -8.3% | +0.1% | -6.5% |
| 3M | -15.3% | -10.7% | -4.6% | -13.3% |
| 6M | -23.6% | +1.9% | -25.5% | -25.4% |
| YTD | +3.5% | +23.5% | -19.9% | -6.9% |
| 1Y | -7.9% | +18.0% | -25.8% | -14.2% |
| All | -7.9% | +19.7% | -27.6% | -14.2% |
Cumulative growth
Daily Returns
Daily percentage return beside EME.
Daily Out/Under-Performance
Portfolio return minus EME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EME 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 EME 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