+29.1%
CAVA vs SPXU
-81.0%
+110.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.4% | -7.4% | -5.2% |
| 7D | -8.5% | +1.3% | -9.8% | -7.8% |
| 30D | -8.2% | +5.1% | -13.4% | -5.1% |
| 3M | -25.9% | -9.1% | -16.8% | -29.4% |
| 6M | -30.9% | -29.6% | -1.3% | -42.9% |
| YTD | -3.7% | -27.7% | +24.0% | -17.9% |
| 1Y | -13.4% | -37.0% | +23.5% | -31.0% |
| 3Y | +44.2% | -80.2% | +124.4% | -31.4% |
| All | +29.1% | -81.0% | +110.1% | -35.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 all: compounded portfolio wealth divided by compounded SPXU 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…
all analysis · Full analysis span regression · 6 months rolling