+19.9%
CAVA vs STZ
+14.7%
+5.2%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | STZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +5.3% | -2.6% | +1.6% |
| 7D | +14.2% | +13.0% | +1.3% | +11.3% |
| 30D | +14.6% | +29.4% | -14.9% | +8.7% |
| 3M | -2.3% | +11.6% | -13.9% | -4.2% |
| 6M | -30.5% | -0.2% | -30.3% | -30.8% |
| YTD | +5.6% | +8.6% | -2.9% | -0.5% |
| 1Y | +19.9% | +15.9% | +4.0% | -0.1% |
| All | +19.9% | +14.7% | +5.2% | -0.1% |
Cumulative growth
Daily Returns
Daily percentage return beside STZ.
Daily Out/Under-Performance
Portfolio return minus STZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STZ 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 STZ 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