+97.7%
CAVA vs SW
+48.2%
+49.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.4% | +0.2% | +5.2% | +5.3% |
| 7D | +0.5% | +1.8% | -1.3% | -0.1% |
| 30D | +16.2% | +7.0% | +9.2% | +13.6% |
| 3M | -0.1% | -7.6% | +7.5% | +2.3% |
| 6M | -21.5% | +8.5% | -30.0% | -24.3% |
| YTD | +6.2% | +17.7% | -11.4% | -2.0% |
| 1Y | +28.2% | +27.1% | +1.1% | +14.7% |
| 3Y | +97.7% | +48.2% | +49.6% | +82.0% |
| All | +97.7% | +48.2% | +49.6% | +82.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling