-13.1%
CAVA vs GEN
+5.1%
-18.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.3% |
| 7D | -8.0% | -1.3% | -6.8% | -7.8% |
| 30D | -19.6% | +6.1% | -25.7% | -20.5% |
| 3M | -36.7% | +27.0% | -63.6% | -39.9% |
| 6M | -30.6% | +43.9% | -74.4% | -36.6% |
| YTD | -4.8% | +13.0% | -17.8% | +0.2% |
| 1Y | -13.1% | +4.0% | -17.1% | -10.0% |
| All | -13.1% | +5.1% | -18.2% | -10.0% |
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