+19.9%
CAVA vs SW
+29.5%
-9.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +4.1% | -1.3% | +1.6% |
| 7D | +14.2% | +12.1% | +2.2% | +10.6% |
| 30D | +14.6% | +6.6% | +8.0% | +12.3% |
| 3M | -2.3% | -6.0% | +3.7% | -0.9% |
| 6M | -30.5% | +21.5% | -52.0% | -34.9% |
| YTD | +5.6% | +20.3% | -14.7% | -7.2% |
| 1Y | +19.9% | +28.1% | -8.3% | +0.7% |
| All | +19.9% | +29.5% | -9.6% | +0.7% |
Cumulative growth
Daily Returns
Daily percentage return beside SW.
Daily Out/Under-Performance
Portfolio return minus SW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SW 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 SW 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