-32.5%
CAVA vs QSR
+6.4%
-39.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.7% | -3.8% | -3.9% |
| 7D | -12.4% | -4.7% | -7.7% | -9.1% |
| 30D | -11.2% | +4.3% | -15.5% | -13.7% |
| 3M | -33.8% | +5.4% | -39.2% | -36.1% |
| 6M | -32.5% | +8.2% | -40.7% | -41.6% |
| All | -32.5% | +6.4% | -39.0% | -41.6% |
Cumulative growth
Daily Returns
Daily percentage return beside QSR.
Daily Out/Under-Performance
Portfolio return minus QSR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × QSR 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 6mo: compounded portfolio wealth divided by compounded QSR 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…
6mo analysis · Full analysis span regression · 6 months rolling