+19.1%
CAVA vs VRSK
-2.2%
+21.4%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VRSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +6.9% | -10.1% | -4.3% |
| 7D | +1.4% | +10.9% | -9.5% | -0.5% |
| 30D | +14.0% | +28.0% | -14.0% | +9.2% |
| 3M | -9.3% | +12.3% | -21.6% | -11.3% |
| 6M | -33.6% | +17.8% | -51.4% | -36.0% |
| YTD | +2.2% | -4.7% | +7.0% | +2.3% |
| 1Y | +19.1% | -0.2% | +19.4% | +15.5% |
| All | +19.1% | -2.2% | +21.4% | +15.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSK.
Daily Out/Under-Performance
Portfolio return minus VRSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSK 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 1y: compounded portfolio wealth divided by compounded VRSK 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…
1y analysis · Full analysis span regression · 6 months rolling