-13.1%
CAVA vs SN
+38.1%
-51.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -1.1% | +4.6% | +3.9% |
| 7D | -8.0% | -7.3% | -0.8% | -5.0% |
| 30D | -19.6% | -13.6% | -6.0% | -14.5% |
| 3M | -36.7% | +18.6% | -55.3% | -41.1% |
| 6M | -30.6% | +46.0% | -76.6% | -41.0% |
| YTD | -4.8% | +43.7% | -48.5% | -19.6% |
| 1Y | -13.1% | +39.2% | -52.3% | -35.0% |
| All | -13.1% | +38.1% | -51.2% | -35.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SN.
Daily Out/Under-Performance
Portfolio return minus SN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SN 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 SN 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