-7.9%
CAVA vs ENB
+7.5%
-15.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ENB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.6% |
| 7D | -9.2% | -0.2% | -9.0% | -9.3% |
| 30D | -8.2% | -2.2% | -5.9% | -8.5% |
| 3M | -15.3% | -10.5% | -4.8% | -16.0% |
| 6M | -23.6% | -5.1% | -18.5% | -23.6% |
| YTD | +3.5% | +9.0% | -5.4% | +8.0% |
| 1Y | -7.9% | +8.2% | -16.1% | -4.3% |
| All | -7.9% | +7.5% | -15.4% | -4.3% |
Cumulative growth
Daily Returns
Daily percentage return beside ENB.
Daily Out/Under-Performance
Portfolio return minus ENB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ENB 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 ENB 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