+27.6%
CAVA vs Z
-29.1%
+56.8%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | Z | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +4.0% | -0.5% | +2.1% |
| 7D | -8.0% | -6.0% | -2.0% | -6.1% |
| 30D | -19.6% | -2.3% | -17.3% | -19.0% |
| 3M | -36.7% | -0.6% | -36.1% | -37.1% |
| 6M | -30.6% | -27.6% | -3.0% | -23.1% |
| YTD | -4.8% | -52.4% | +47.6% | +20.4% |
| 1Y | -13.1% | -63.6% | +50.5% | +19.8% |
| 3Y | +48.8% | -36.4% | +85.2% | +68.9% |
| All | +27.6% | -29.1% | +56.8% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside Z.
Daily Out/Under-Performance
Portfolio return minus Z return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × Z 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 10y: compounded portfolio wealth divided by compounded Z 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…
10y analysis · Full analysis span regression · 6 months rolling