+48.8%
CAVA vs GAP
+109.5%
-60.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +2.9% | +0.6% | +2.8% |
| 7D | -8.0% | -4.1% | -3.9% | -7.0% |
| 30D | -19.6% | +6.2% | -25.8% | -20.9% |
| 3M | -36.7% | -0.7% | -36.0% | -36.9% |
| 6M | -30.6% | -7.1% | -23.5% | -30.1% |
| YTD | -4.8% | -14.1% | +9.3% | -2.7% |
| 1Y | -13.1% | -8.5% | -4.6% | -12.9% |
| 3Y | +48.8% | +115.4% | -66.6% | +19.1% |
| All | +48.8% | +109.5% | -60.7% | +19.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GAP.
Daily Out/Under-Performance
Portfolio return minus GAP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GAP 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 GAP 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