+27.6%
CAVA vs TRMB
+12.0%
+15.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | TRMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.4% | +2.0% | +2.7% |
| 7D | -8.0% | -3.0% | -5.0% | -6.4% |
| 30D | -19.6% | +2.3% | -21.9% | -20.4% |
| 3M | -36.7% | +15.3% | -52.0% | -42.0% |
| 6M | -30.6% | -14.7% | -15.9% | -24.5% |
| YTD | -4.8% | -26.4% | +21.6% | +12.5% |
| 1Y | -13.1% | -30.4% | +17.3% | +5.7% |
| 3Y | +48.8% | +13.5% | +35.2% | +39.8% |
| All | +27.6% | +12.0% | +15.7% | +23.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TRMB.
Daily Out/Under-Performance
Portfolio return minus TRMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRMB 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 5y: compounded portfolio wealth divided by compounded TRMB 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…
5y analysis · Full analysis span regression · 6 months rolling