+23.3%
CAVA vs TRI
-19.1%
+42.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | TRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -1.3% | -3.1% | -4.0% |
| 7D | -12.4% | -14.4% | +1.9% | -8.2% |
| 30D | -11.2% | -8.1% | -3.1% | -9.1% |
| 3M | -33.8% | +17.5% | -51.3% | -39.1% |
| 6M | -32.5% | -5.0% | -27.6% | -32.5% |
| YTD | -8.0% | -24.7% | +16.7% | +2.4% |
| 1Y | -17.1% | -41.5% | +24.4% | +6.6% |
| 3Y | +37.8% | -20.3% | +58.2% | +27.3% |
| All | +23.3% | -19.1% | +42.5% | +11.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling