+19.9%
CAVA vs SYY
+8.7%
+11.1%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +3.8% | -1.0% | +1.7% |
| 7D | +14.2% | -6.3% | +20.6% | +16.1% |
| 30D | +14.6% | +0.7% | +13.8% | +14.2% |
| 3M | -2.3% | -6.4% | +4.1% | -0.5% |
| 6M | -30.5% | +7.6% | -38.1% | -30.8% |
| YTD | +5.6% | +7.4% | -1.8% | +0.9% |
| 1Y | +19.9% | +8.3% | +11.6% | +12.6% |
| All | +19.9% | +8.7% | +11.1% | +12.6% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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