+27.6%
CAVA vs SEI
+786.0%
-758.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SEI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +5.1% | -1.6% | +2.7% |
| 7D | -8.0% | +22.6% | -30.6% | -11.3% |
| 30D | -19.6% | +9.1% | -28.7% | -21.1% |
| 3M | -36.7% | -11.3% | -25.3% | -36.3% |
| 6M | -30.6% | +22.0% | -52.6% | -34.6% |
| YTD | -4.8% | +47.3% | -52.1% | -14.1% |
| 1Y | -13.1% | +124.8% | -137.9% | -28.7% |
| 3Y | +48.8% | +591.3% | -542.5% | -0.9% |
| All | +27.6% | +786.0% | -758.4% | -27.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling