-7.9%
CAVA vs SBAC
-3.2%
-4.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SBAC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.1% | -0.4% | -1.5% |
| 7D | -9.2% | -0.8% | -8.4% | -9.2% |
| 30D | -8.2% | +6.9% | -15.1% | -8.1% |
| 3M | -15.3% | -8.2% | -7.1% | -15.6% |
| 6M | -23.6% | -1.6% | -22.0% | -25.0% |
| YTD | +3.5% | -0.1% | +3.6% | +0.4% |
| 1Y | -7.9% | -0.5% | -7.4% | -10.0% |
| All | -7.9% | -3.2% | -4.7% | -10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SBAC.
Daily Out/Under-Performance
Portfolio return minus SBAC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SBAC 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 SBAC 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