-7.9%
CAVA vs TRI
-38.3%
+30.4%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -5.4% | +4.0% | -0.6% |
| 7D | -9.2% | -0.5% | -8.7% | -9.2% |
| 30D | -8.2% | +7.9% | -16.0% | -9.4% |
| 3M | -15.3% | +24.1% | -39.4% | -19.9% |
| 6M | -23.6% | +3.8% | -27.4% | -23.6% |
| YTD | +3.5% | -16.9% | +20.4% | +5.0% |
| 1Y | -7.9% | -38.4% | +30.5% | -8.8% |
| All | -7.9% | -38.3% | +30.4% | -8.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TRI.
Daily Out/Under-Performance
Portfolio return minus TRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRI 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 TRI 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