+29.1%
CAVA vs URI
+163.5%
-134.4%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.3% | -7.4% | -6.6% |
| 7D | -8.5% | +5.0% | -13.5% | -10.6% |
| 30D | -8.2% | -9.4% | +1.2% | -4.1% |
| 3M | -25.9% | -5.8% | -20.1% | -24.5% |
| 6M | -30.9% | +25.8% | -56.8% | -40.3% |
| YTD | -3.7% | +27.9% | -31.6% | -19.4% |
| 1Y | -13.4% | +9.7% | -23.1% | -20.7% |
| 3Y | +44.2% | +128.0% | -83.8% | -24.3% |
| All | +29.1% | +163.5% | -134.4% | -43.1% |
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