-13.1%
CAVA vs TRU
-13.7%
+0.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.2% |
| 7D | -8.0% | -2.7% | -5.3% | -7.4% |
| 30D | -19.6% | -2.0% | -17.5% | -19.1% |
| 3M | -36.7% | +18.4% | -55.1% | -40.3% |
| 6M | -30.6% | +8.9% | -39.4% | -33.0% |
| YTD | -4.8% | -8.9% | +4.1% | -5.3% |
| 1Y | -13.1% | -15.9% | +2.7% | -16.3% |
| All | -13.1% | -13.7% | +0.5% | -16.3% |
Cumulative growth
Daily Returns
Daily percentage return beside TRU.
Daily Out/Under-Performance
Portfolio return minus TRU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TRU 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 TRU 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