+19.9%
CAVA vs SEI
+18.6%
+1.3%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | -16.9% | +19.7% | +3.9% |
| 7D | +14.2% | -16.4% | +30.7% | +15.3% |
| 30D | +14.6% | -22.9% | +37.5% | +16.2% |
| 3M | -2.3% | -0.3% | -2.0% | -4.3% |
| 6M | -30.5% | -22.3% | -8.2% | -30.1% |
| YTD | +5.6% | +26.2% | -20.6% | -4.6% |
| 1Y | +19.9% | +8.2% | +11.7% | +8.9% |
| All | +19.9% | +18.6% | +1.3% | +8.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SEI.
Daily Out/Under-Performance
Portfolio return minus SEI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SEI 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 SEI 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