+19.9%
CAVA vs SWK
+87.6%
-67.7%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SWK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.1% | -10.3% | -2.9% |
| 7D | +14.2% | +17.9% | -3.6% | +6.2% |
| 30D | +14.6% | +31.9% | -17.4% | +1.3% |
| 3M | -2.3% | +16.6% | -18.9% | -9.0% |
| 6M | -30.5% | +61.1% | -91.6% | -43.7% |
| YTD | +5.6% | +64.2% | -58.6% | -22.3% |
| 1Y | +19.9% | +85.2% | -65.3% | -22.2% |
| All | +19.9% | +87.6% | -67.7% | -22.2% |
Cumulative growth
Daily Returns
Daily percentage return beside SWK.
Daily Out/Under-Performance
Portfolio return minus SWK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SWK 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 SWK 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