+27.6%
CAVA vs GEN
+77.7%
-50.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.1% |
| 7D | -8.0% | -1.3% | -6.8% | -7.6% |
| 30D | -19.6% | +6.1% | -25.7% | -21.4% |
| 3M | -36.7% | +27.0% | -63.6% | -42.4% |
| 6M | -30.6% | +43.9% | -74.4% | -41.3% |
| YTD | -4.8% | +13.0% | -17.8% | -9.6% |
| 1Y | -13.1% | +4.0% | -17.1% | -14.3% |
| 3Y | +48.8% | +66.2% | -17.4% | +19.9% |
| All | +27.6% | +77.7% | -50.1% | +2.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling