+29.1%
CAVA vs IT
-51.9%
+81.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | IT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -1.7% | -4.4% | -5.7% |
| 7D | -8.5% | -9.1% | +0.6% | -6.8% |
| 30D | -8.2% | -12.2% | +3.9% | -5.9% |
| 3M | -25.9% | +7.8% | -33.7% | -28.1% |
| 6M | -30.9% | +2.0% | -32.9% | -32.4% |
| YTD | -3.7% | -32.7% | +29.0% | +7.0% |
| 1Y | -13.4% | -31.1% | +17.7% | -5.2% |
| 3Y | +44.2% | -52.1% | +96.3% | +91.8% |
| All | +29.1% | -51.9% | +81.0% | +71.7% |
Cumulative growth
Daily Returns
Daily percentage return beside IT.
Daily Out/Under-Performance
Portfolio return minus IT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × IT 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 IT 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