-7.9%
CAVA vs STT
+75.3%
-83.2%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.6% | -1.6% |
| 7D | -9.2% | +0.5% | -9.7% | -9.4% |
| 30D | -8.2% | +3.9% | -12.0% | -9.9% |
| 3M | -15.3% | +20.0% | -35.3% | -24.6% |
| 6M | -23.6% | +55.3% | -78.9% | -44.7% |
| YTD | +3.5% | +53.3% | -49.8% | -23.9% |
| 1Y | -7.9% | +74.7% | -82.6% | -34.7% |
| All | -7.9% | +75.3% | -83.2% | -34.7% |
Cumulative growth
Daily Returns
Daily percentage return beside STT.
Daily Out/Under-Performance
Portfolio return minus STT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STT 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 STT 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