+27.6%
CAVA vs QSR
+12.0%
+15.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | QSR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.6% | +2.9% | +3.2% |
| 7D | -8.0% | -4.0% | -4.0% | -6.2% |
| 30D | -19.6% | +2.8% | -22.3% | -20.5% |
| 3M | -36.7% | +5.1% | -41.8% | -38.0% |
| 6M | -30.6% | +8.8% | -39.4% | -33.1% |
| YTD | -4.8% | +14.8% | -19.6% | -10.5% |
| 1Y | -13.1% | +25.7% | -38.8% | -21.7% |
| 3Y | +48.8% | +27.5% | +21.2% | +26.2% |
| All | +27.6% | +12.0% | +15.6% | +15.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling