+48.8%
CAVA vs TRU
-1.3%
+50.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | TRU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.0% | +2.5% | +3.1% |
| 7D | -8.0% | -2.7% | -5.3% | -7.0% |
| 30D | -19.6% | -2.0% | -17.5% | -18.9% |
| 3M | -36.7% | +18.4% | -55.1% | -41.7% |
| 6M | -30.6% | +8.9% | -39.4% | -34.2% |
| YTD | -4.8% | -8.9% | +4.1% | -3.4% |
| 1Y | -13.1% | -15.9% | +2.7% | -9.2% |
| 3Y | +48.8% | -1.1% | +49.9% | +42.8% |
| All | +48.8% | -1.3% | +50.1% | +42.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling