+38.8%
CAVA vs URA
+138.3%
-99.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.8% | -2.3% | -1.8% |
| 7D | -9.2% | +1.1% | -10.3% | -9.5% |
| 30D | -8.2% | +7.4% | -15.6% | -10.8% |
| 3M | -15.3% | -8.4% | -6.9% | -13.5% |
| 6M | -23.6% | -12.7% | -10.9% | -21.3% |
| YTD | +3.5% | +7.8% | -4.3% | -3.2% |
| 1Y | -7.9% | +19.5% | -27.3% | -20.1% |
| 3Y | +38.7% | +116.4% | -77.8% | -13.1% |
| All | +38.8% | +138.3% | -99.5% | -16.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling