+29.1%
CAVA vs GEN
+74.8%
-45.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | GEN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -0.2% | -5.9% | -6.0% |
| 7D | -8.5% | -2.9% | -5.6% | -7.6% |
| 30D | -8.2% | +2.1% | -10.3% | -9.0% |
| 3M | -25.9% | +19.7% | -45.6% | -31.2% |
| 6M | -30.9% | +33.3% | -64.2% | -39.4% |
| YTD | -3.7% | +11.1% | -14.8% | -8.0% |
| 1Y | -13.4% | +3.0% | -16.4% | -14.4% |
| 3Y | +44.2% | +57.9% | -13.6% | +18.7% |
| All | +29.1% | +74.8% | -45.7% | +4.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling