+48.8%
CAVA vs EME
+252.2%
-203.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.3% | -0.8% | +1.5% |
| 7D | -8.0% | +3.5% | -11.5% | -9.5% |
| 30D | -19.6% | -6.3% | -13.2% | -17.3% |
| 3M | -36.7% | -3.8% | -32.9% | -36.5% |
| 6M | -30.6% | +8.5% | -39.1% | -35.7% |
| YTD | -4.8% | +27.8% | -32.6% | -21.0% |
| 1Y | -13.1% | +22.2% | -35.3% | -27.3% |
| 3Y | +48.8% | +253.5% | -204.7% | -25.1% |
| All | +48.8% | +252.2% | -203.5% | -25.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling