+29.1%
CAVA vs GAP
+151.4%
-122.3%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GAP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.6% | -1.5% | -4.9% |
| 7D | -8.5% | -3.2% | -5.4% | -7.8% |
| 30D | -8.2% | -0.7% | -7.5% | -8.4% |
| 3M | -25.9% | -0.5% | -25.4% | -26.2% |
| 6M | -30.9% | -5.0% | -25.9% | -30.8% |
| YTD | -3.7% | -14.7% | +11.0% | -1.4% |
| 1Y | -13.4% | -8.6% | -4.8% | -13.2% |
| 3Y | +44.2% | +108.4% | -64.1% | +11.8% |
| All | +29.1% | +151.4% | -122.3% | -5.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling