-7.9%
CAVA vs SIRI
+28.3%
-36.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SIRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -2.6% | +1.1% | -1.3% |
| 7D | -9.2% | +1.6% | -10.8% | -9.3% |
| 30D | -8.2% | -4.7% | -3.5% | -8.1% |
| 3M | -15.3% | +5.3% | -20.6% | -15.4% |
| 6M | -23.6% | +30.5% | -54.1% | -23.3% |
| YTD | +3.5% | +49.6% | -46.1% | +4.1% |
| 1Y | -7.9% | +28.5% | -36.4% | -5.6% |
| All | -7.9% | +28.3% | -36.2% | -5.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SIRI.
Daily Out/Under-Performance
Portfolio return minus SIRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SIRI 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 SIRI 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