-13.1%
CAVA vs SPG
+19.1%
-32.2%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SPG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +0.1% | +3.4% | +3.4% |
| 7D | -8.0% | -1.2% | -6.9% | -7.2% |
| 30D | -19.6% | -6.1% | -13.4% | -16.1% |
| 3M | -36.7% | -3.6% | -33.0% | -35.3% |
| 6M | -30.6% | +10.4% | -41.0% | -35.2% |
| YTD | -4.8% | +14.4% | -19.2% | -12.6% |
| 1Y | -13.1% | +16.5% | -29.7% | -22.2% |
| All | -13.1% | +19.1% | -32.2% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SPG.
Daily Out/Under-Performance
Portfolio return minus SPG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPG 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 SPG 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