+23.3%
CAVA vs INDA
+13.3%
+10.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INDA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.2% | -3.3% | -3.4% |
| 7D | -12.4% | -3.6% | -8.8% | -9.5% |
| 30D | -11.2% | -4.0% | -7.2% | -7.9% |
| 3M | -33.8% | +1.7% | -35.5% | -34.8% |
| 6M | -32.5% | -3.6% | -28.9% | -30.4% |
| YTD | -8.0% | -11.0% | +3.0% | +1.8% |
| 1Y | -17.1% | -9.5% | -7.6% | -10.1% |
| 3Y | +37.8% | +7.6% | +30.2% | +13.2% |
| All | +23.3% | +13.3% | +10.0% | -0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling