+38.8%
CAVA vs URI
+158.7%
-119.9%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | URI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +1.6% | -3.1% | -2.2% |
| 7D | -9.2% | -2.0% | -7.3% | -8.3% |
| 30D | -8.2% | -12.9% | +4.8% | -2.2% |
| 3M | -15.3% | -6.7% | -8.6% | -13.3% |
| 6M | -23.6% | +19.0% | -42.6% | -31.9% |
| YTD | +3.5% | +25.5% | -22.0% | -12.6% |
| 1Y | -7.9% | +5.5% | -13.4% | -13.8% |
| 3Y | +38.7% | +111.3% | -72.7% | -21.5% |
| All | +38.8% | +158.7% | -119.9% | -38.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling