+27.6%
CAVA vs ETSY
-22.9%
+50.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | ETSY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.6% | +1.8% | +3.1% |
| 7D | -8.0% | -4.9% | -3.1% | -6.9% |
| 30D | -19.6% | -8.6% | -10.9% | -18.0% |
| 3M | -36.7% | +4.8% | -41.5% | -37.6% |
| 6M | -30.6% | +38.1% | -68.7% | -36.4% |
| YTD | -4.8% | +31.2% | -36.0% | -12.2% |
| 1Y | -13.1% | +22.1% | -35.2% | -19.8% |
| 3Y | +48.8% | +12.2% | +36.5% | +31.0% |
| All | +27.6% | -22.9% | +50.6% | +19.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ETSY.
Daily Out/Under-Performance
Portfolio return minus ETSY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ETSY 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 5y: compounded portfolio wealth divided by compounded ETSY 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…
5y analysis · Full analysis span regression · 6 months rolling