-16.0%
CAVA vs STT
+77.0%
-93.0%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.3% | -4.1% | -4.3% |
| 7D | -12.4% | -1.4% | -11.1% | -11.8% |
| 30D | -11.2% | +2.2% | -13.4% | -12.2% |
| 3M | -33.8% | +18.8% | -52.6% | -40.9% |
| 6M | -32.5% | +57.9% | -90.4% | -52.4% |
| YTD | -8.0% | +51.0% | -59.0% | -32.3% |
| All | -16.0% | +77.0% | -93.0% | -40.0% |
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