+23.3%
CAVA vs GRMN
+173.3%
-150.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | GRMN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | 0.0% | -4.4% | -4.4% |
| 7D | -12.4% | -1.8% | -10.6% | -12.0% |
| 30D | -11.2% | -12.1% | +0.9% | -7.9% |
| 3M | -33.8% | +18.0% | -51.8% | -37.2% |
| 6M | -32.5% | +13.7% | -46.2% | -35.3% |
| YTD | -8.0% | +35.3% | -43.3% | -16.1% |
| 1Y | -17.1% | +17.2% | -34.4% | -21.9% |
| 3Y | +37.8% | +179.6% | -141.8% | +13.3% |
| All | +23.3% | +173.3% | -150.0% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside GRMN.
Daily Out/Under-Performance
Portfolio return minus GRMN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GRMN 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 5y: compounded portfolio wealth divided by compounded GRMN 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…
5y analysis · Full analysis span regression · 6 months rolling