-7.9%
CAVA vs SU
+71.8%
-79.7%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.7% | -0.8% | -1.6% |
| 7D | -9.2% | +3.6% | -12.8% | -8.7% |
| 30D | -8.2% | +7.9% | -16.0% | -7.0% |
| 3M | -15.3% | +3.5% | -18.8% | -13.7% |
| 6M | -23.6% | +19.0% | -42.6% | -21.0% |
| YTD | +3.5% | +55.0% | -51.4% | +9.2% |
| 1Y | -7.9% | +71.2% | -79.1% | -1.8% |
| All | -7.9% | +71.8% | -79.7% | -1.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SU.
Daily Out/Under-Performance
Portfolio return minus SU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SU 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 SU 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