+48.8%
CAVA vs UUUU
+74.5%
-25.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | UUUU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.0% | +8.5% | +4.2% |
| 7D | -8.0% | -10.5% | +2.5% | -6.7% |
| 30D | -19.6% | -10.5% | -9.1% | -18.5% |
| 3M | -36.7% | -14.1% | -22.6% | -35.7% |
| 6M | -30.6% | -35.5% | +4.9% | -27.6% |
| YTD | -4.8% | -10.9% | +6.1% | -6.7% |
| 1Y | -13.1% | +3.4% | -16.5% | -19.5% |
| 3Y | +48.8% | +73.1% | -24.4% | +11.4% |
| All | +48.8% | +74.5% | -25.8% | +11.4% |
Cumulative growth
Daily Returns
Daily percentage return beside UUUU.
Daily Out/Under-Performance
Portfolio return minus UUUU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UUUU 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 3y: compounded portfolio wealth divided by compounded UUUU 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…
3y analysis · Full analysis span regression · 6 months rolling