+29.1%
CAVA vs VRSN
+32.7%
-3.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VRSN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.0% | +1.7% | -7.7% | -6.2% |
| 7D | -8.5% | -1.0% | -7.5% | -8.4% |
| 30D | -8.2% | -1.9% | -6.3% | -8.0% |
| 3M | -25.9% | +1.4% | -27.3% | -26.3% |
| 6M | -30.9% | +19.0% | -50.0% | -33.8% |
| YTD | -3.7% | +19.2% | -22.9% | -8.1% |
| 1Y | -13.4% | +1.7% | -15.1% | -13.4% |
| 3Y | +44.2% | +41.4% | +2.8% | +41.8% |
| All | +29.1% | +32.7% | -3.6% | +31.3% |
Cumulative growth
Daily Returns
Daily percentage return beside VRSN.
Daily Out/Under-Performance
Portfolio return minus VRSN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VRSN 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 VRSN 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