+37.9%
CAVA vs URI
+183.0%
-145.1%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -2.1% | -1.1% | -2.2% |
| 7D | +0.1% | -6.0% | +6.1% | +2.7% |
| 30D | +12.6% | +4.6% | +8.0% | +10.0% |
| 3M | -1.9% | -2.7% | +0.8% | -1.3% |
| 6M | -23.9% | +18.4% | -42.3% | -30.9% |
| YTD | +2.9% | +37.4% | -34.5% | -17.1% |
| 1Y | +21.6% | +30.4% | -8.8% | +1.2% |
| 3Y | +94.4% | +147.9% | -53.5% | -3.7% |
| All | +37.9% | +183.0% | -145.1% | -41.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling