+33.0%
CAVA vs P
+192.5%
-159.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | P | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.5% | +2.0% |
| 7D | -1.6% | +11.6% | -13.2% | -4.1% |
| 30D | +12.9% | -23.7% | +36.5% | +18.7% |
| 3M | -19.3% | -8.0% | -11.4% | -20.2% |
| 6M | -19.5% | +27.9% | -47.4% | -29.3% |
| YTD | -0.8% | +61.2% | -61.9% | -20.5% |
| 1Y | +20.8% | +28.6% | -7.8% | +0.9% |
| 3Y | +85.7% | +200.5% | -114.8% | +10.9% |
| All | +33.0% | +192.5% | -159.5% | -20.5% |
Cumulative growth
Daily Returns
Daily percentage return beside P.
Daily Out/Under-Performance
Portfolio return minus P return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × P 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 P 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