+19.0%
CAVA vs PL
+13.3%
+5.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | PL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.1% | -1.0% | -3.9% |
| 7D | -4.4% | +22.3% | -26.7% | -5.5% |
| 30D | +8.2% | -8.3% | +16.6% | +8.6% |
| 3M | -17.4% | -43.3% | +25.8% | -15.2% |
| 6M | -25.7% | -65.8% | +40.1% | -22.4% |
| YTD | -2.3% | -29.5% | +27.2% | -1.4% |
| All | +19.0% | +13.3% | +5.7% | +21.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PL.
Daily Out/Under-Performance
Portfolio return minus PL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PL 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 1y: compounded portfolio wealth divided by compounded PL 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…
1y analysis · Full analysis span regression · 6 months rolling