+48.8%
CAVA vs INDA
+7.9%
+40.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +2.6% |
| 7D | -8.0% | -2.7% | -5.3% | -5.7% |
| 30D | -19.6% | -2.8% | -16.8% | -17.5% |
| 3M | -36.7% | +1.6% | -38.3% | -37.6% |
| 6M | -30.6% | -1.4% | -29.2% | -29.8% |
| YTD | -4.8% | -10.1% | +5.4% | +4.3% |
| 1Y | -13.1% | -8.8% | -4.4% | -6.5% |
| 3Y | +48.8% | +7.6% | +41.2% | +21.3% |
| All | +48.8% | +7.9% | +40.9% | +21.3% |
Cumulative growth
Daily Returns
Daily percentage return beside INDA.
Daily Out/Under-Performance
Portfolio return minus INDA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INDA 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 3y: compounded portfolio wealth divided by compounded INDA 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…
3y analysis · Full analysis span regression · 6 months rolling