+23.3%
CAVA vs SYY
+23.4%
0.0%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | +0.9% | -5.3% | -4.7% |
| 7D | -12.4% | +1.5% | -14.0% | -12.8% |
| 30D | -11.2% | -2.3% | -8.9% | -10.7% |
| 3M | -33.8% | +5.5% | -39.3% | -34.6% |
| 6M | -32.5% | -1.0% | -31.6% | -32.9% |
| YTD | -8.0% | +14.1% | -22.1% | -12.2% |
| 1Y | -17.1% | +5.6% | -22.7% | -19.3% |
| 3Y | +37.8% | +27.9% | +9.9% | +20.9% |
| All | +23.3% | +23.4% | 0.0% | +14.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling