+29.1%
CAVA vs RUN
-54.9%
+83.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RUN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | -4.6% | -1.5% | -5.6% |
| 7D | -8.5% | -1.8% | -6.8% | -8.4% |
| 30D | -8.2% | -10.8% | +2.6% | -7.2% |
| 3M | -25.9% | -30.2% | +4.2% | -23.5% |
| 6M | -30.9% | -22.3% | -8.6% | -29.9% |
| YTD | -3.7% | -52.2% | +48.5% | +1.2% |
| 1Y | -13.4% | -45.1% | +31.7% | -10.7% |
| 3Y | +44.2% | -37.1% | +81.3% | +29.0% |
| All | +29.1% | -54.9% | +83.9% | +25.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling