+27.6%
CAVA vs RUN
-56.1%
+83.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.8% | +4.3% | +3.6% |
| 7D | -8.0% | -3.7% | -4.3% | -7.7% |
| 30D | -19.6% | -13.0% | -6.6% | -18.5% |
| 3M | -36.7% | -31.8% | -4.9% | -34.5% |
| 6M | -30.6% | -32.2% | +1.6% | -28.6% |
| YTD | -4.8% | -53.5% | +48.7% | +0.4% |
| 1Y | -13.1% | -46.5% | +33.4% | -10.2% |
| 3Y | +48.8% | -37.6% | +86.4% | +32.6% |
| All | +27.6% | -56.1% | +83.7% | +23.9% |
Cumulative growth
Daily Returns
Daily percentage return beside RUN.
Daily Out/Under-Performance
Portfolio return minus RUN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RUN 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 5y: compounded portfolio wealth divided by compounded RUN 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…
5y analysis · Full analysis span regression · 6 months rolling