+48.8%
CAVA vs TRI
-18.9%
+67.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.7% | +1.8% | +3.0% |
| 7D | -8.0% | -7.9% | -0.1% | -5.8% |
| 30D | -19.6% | -4.5% | -15.1% | -18.6% |
| 3M | -36.7% | +22.1% | -58.8% | -42.3% |
| 6M | -30.6% | -2.8% | -27.8% | -31.0% |
| YTD | -4.8% | -23.4% | +18.6% | +5.1% |
| 1Y | -13.1% | -41.5% | +28.4% | +11.5% |
| 3Y | +48.8% | -19.2% | +68.0% | +36.4% |
| All | +48.8% | -18.9% | +67.7% | +36.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling