-30.6%
CAVA vs VIVK
-98.2%
+67.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VIVK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -7.4% | +10.9% | +3.6% |
| 7D | -8.0% | -4.4% | -3.7% | -8.0% |
| 30D | -19.6% | -40.8% | +21.2% | -18.8% |
| 3M | -36.7% | -94.1% | +57.5% | -33.3% |
| 6M | -30.6% | -98.2% | +67.6% | -26.4% |
| All | -30.6% | -98.2% | +67.6% | -26.4% |
Cumulative growth
Daily Returns
Daily percentage return beside VIVK.
Daily Out/Under-Performance
Portfolio return minus VIVK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VIVK 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 6mo: compounded portfolio wealth divided by compounded VIVK 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…
6mo analysis · Full analysis span regression · 6 months rolling