-13.1%
CAVA vs URA
+7.9%
-21.1%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -3.3% | +6.7% | +4.2% |
| 7D | -8.0% | -5.5% | -2.5% | -6.8% |
| 30D | -19.6% | -3.7% | -15.9% | -19.0% |
| 3M | -36.7% | -2.9% | -33.8% | -36.4% |
| 6M | -30.6% | -15.2% | -15.3% | -28.6% |
| YTD | -4.8% | +1.9% | -6.7% | -5.8% |
| 1Y | -13.1% | +6.9% | -20.1% | -13.2% |
| All | -13.1% | +7.9% | -21.1% | -13.2% |
Cumulative growth
Daily Returns
Daily percentage return beside URA.
Daily Out/Under-Performance
Portfolio return minus URA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URA 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 URA 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