+27.6%
CAVA vs URI
+153.4%
-125.7%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | 0.0% | +3.5% | +3.5% |
| 7D | -8.0% | -2.1% | -6.0% | -7.2% |
| 30D | -19.6% | -12.4% | -7.1% | -14.5% |
| 3M | -36.7% | -7.3% | -29.4% | -34.9% |
| 6M | -30.6% | +27.2% | -57.8% | -40.5% |
| YTD | -4.8% | +23.0% | -27.7% | -18.9% |
| 1Y | -13.1% | +3.9% | -17.0% | -18.1% |
| 3Y | +48.8% | +121.6% | -72.9% | -21.5% |
| All | +27.6% | +153.4% | -125.7% | -42.7% |
Cumulative growth
Daily Returns
Daily percentage return beside URI.
Daily Out/Under-Performance
Portfolio return minus URI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × URI 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 10y: compounded portfolio wealth divided by compounded URI 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…
10y analysis · Full analysis span regression · 6 months rolling