+27.6%
CAVA vs EWJ
+70.3%
-42.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EWJ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.2% | +1.3% | +1.5% |
| 7D | -8.0% | +0.3% | -8.3% | -8.2% |
| 30D | -19.6% | +0.8% | -20.3% | -20.1% |
| 3M | -36.7% | +7.5% | -44.2% | -40.9% |
| 6M | -30.6% | +15.6% | -46.2% | -40.1% |
| YTD | -4.8% | +22.7% | -27.5% | -22.3% |
| 1Y | -13.1% | +26.4% | -39.5% | -31.2% |
| 3Y | +48.8% | +72.5% | -23.8% | -15.1% |
| All | +27.6% | +70.3% | -42.7% | -28.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EWJ.
Daily Out/Under-Performance
Portfolio return minus EWJ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EWJ 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 EWJ 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