+37.4%
CAVA vs SUI
+1.2%
+36.2%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SUI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | -1.5% | +0.5% | -0.6% |
| 7D | -1.5% | -3.1% | +1.6% | -0.6% |
| 30D | -3.7% | -2.3% | -1.3% | -3.0% |
| 3M | -18.3% | -2.8% | -15.5% | -17.7% |
| 6M | -23.5% | -12.4% | -11.1% | -20.7% |
| YTD | +2.5% | -3.3% | +5.8% | +3.4% |
| 1Y | -8.0% | -5.8% | -2.1% | -6.5% |
| 3Y | +53.5% | +12.5% | +41.0% | +44.5% |
| All | +37.4% | +1.2% | +36.2% | +37.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SUI.
Daily Out/Under-Performance
Portfolio return minus SUI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SUI 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 5y: compounded portfolio wealth divided by compounded SUI 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…
5y analysis · Full analysis span regression · 6 months rolling