+19.9%
CAVA vs TROW
+17.3%
+2.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TROW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +6.0% | -3.2% | -0.2% |
| 7D | +14.2% | +8.2% | +6.0% | +9.8% |
| 30D | +14.6% | +8.3% | +6.3% | +10.0% |
| 3M | -2.3% | -1.6% | -0.7% | -2.1% |
| 6M | -30.5% | +11.9% | -42.4% | -35.8% |
| YTD | +5.6% | +14.3% | -8.7% | -8.2% |
| 1Y | +19.9% | +17.0% | +2.9% | -0.6% |
| All | +19.9% | +17.3% | +2.6% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside TROW.
Daily Out/Under-Performance
Portfolio return minus TROW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TROW 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 TROW 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