+19.9%
CAVA vs GEN
+20.2%
-0.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.0% | -1.2% | +1.9% |
| 7D | +14.2% | +26.9% | -12.6% | +8.4% |
| 30D | +14.6% | +38.6% | -24.1% | +7.2% |
| 3M | -2.3% | +9.7% | -12.1% | -5.7% |
| 6M | -30.5% | +58.9% | -89.4% | -40.7% |
| YTD | +5.6% | +15.3% | -9.7% | +10.8% |
| 1Y | +19.9% | +21.8% | -1.9% | +15.9% |
| All | +19.9% | +20.2% | -0.3% | +15.9% |
Cumulative growth
Daily Returns
Daily percentage return beside GEN.
Daily Out/Under-Performance
Portfolio return minus GEN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GEN 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 GEN 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