+20.8%
CAVA vs SW
+22.9%
-2.0%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | -1.9% | +3.5% | +2.1% |
| 7D | -1.6% | -3.9% | +2.4% | -0.4% |
| 30D | +12.9% | +3.9% | +8.9% | +11.5% |
| 3M | -19.3% | -14.6% | -4.8% | -16.0% |
| 6M | -19.5% | +6.9% | -26.3% | -21.4% |
| YTD | -0.8% | +12.8% | -13.5% | -10.2% |
| 1Y | +20.8% | +24.3% | -3.5% | +2.1% |
| All | +20.8% | +22.9% | -2.0% | +2.1% |
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