+27.6%
CAVA vs SU
+156.4%
-128.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -0.1% | +3.6% | +3.5% |
| 7D | -8.0% | +2.2% | -10.3% | -8.4% |
| 30D | -19.6% | +8.4% | -28.0% | -20.7% |
| 3M | -36.7% | +12.1% | -48.8% | -37.9% |
| 6M | -30.6% | +19.7% | -50.3% | -33.5% |
| YTD | -4.8% | +58.4% | -63.2% | -15.5% |
| 1Y | -13.1% | +67.2% | -80.4% | -24.2% |
| 3Y | +48.8% | +125.0% | -76.3% | +23.9% |
| All | +27.6% | +156.4% | -128.8% | -0.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling