+33.0%
CAVA vs SW
+27.6%
+5.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -0.9% | +2.4% | +1.8% |
| 7D | -1.6% | -2.9% | +1.4% | -0.5% |
| 30D | +12.9% | +5.0% | +7.8% | +11.0% |
| 3M | -19.3% | -13.7% | -5.7% | -15.4% |
| 6M | -19.5% | +8.0% | -27.5% | -22.4% |
| YTD | -0.8% | +14.0% | -14.7% | -7.6% |
| 1Y | +20.8% | +25.6% | -4.8% | +8.4% |
| 3Y | +85.7% | +40.1% | +45.6% | +60.2% |
| All | +33.0% | +27.6% | +5.4% | +19.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling