-7.9%
CAVA vs ROP
-21.5%
+13.6%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ROP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -3.6% | +2.1% | -0.2% |
| 7D | -9.2% | -4.4% | -4.8% | -7.7% |
| 30D | -8.2% | +3.2% | -11.4% | -9.2% |
| 3M | -15.3% | +23.1% | -38.4% | -22.5% |
| 6M | -23.6% | +13.3% | -36.9% | -27.1% |
| YTD | +3.5% | -7.9% | +11.4% | +5.2% |
| 1Y | -7.9% | -22.1% | +14.2% | -2.2% |
| All | -7.9% | -21.5% | +13.6% | -2.2% |
Cumulative growth
Daily Returns
Daily percentage return beside ROP.
Daily Out/Under-Performance
Portfolio return minus ROP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ROP 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 ROP 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