+48.8%
CAVA vs SYY
+29.1%
+19.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.4% | +3.2% |
| 7D | -8.0% | +3.9% | -12.0% | -8.9% |
| 30D | -19.6% | -1.7% | -17.8% | -19.2% |
| 3M | -36.7% | +5.2% | -41.9% | -37.4% |
| 6M | -30.6% | -0.2% | -30.4% | -31.1% |
| YTD | -4.8% | +15.4% | -20.2% | -9.2% |
| 1Y | -13.1% | +5.6% | -18.7% | -15.4% |
| 3Y | +48.8% | +28.9% | +19.9% | +27.1% |
| All | +48.8% | +29.1% | +19.6% | +27.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling