-7.9%
CAVA vs ZBH
-5.6%
-2.3%
-37.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -0.9% | -0.6% | -1.2% |
| 7D | -9.2% | -2.8% | -6.4% | -8.4% |
| 30D | -8.2% | -0.1% | -8.1% | -8.0% |
| 3M | -15.3% | +13.4% | -28.7% | -17.9% |
| 6M | -23.6% | +3.0% | -26.6% | -23.7% |
| YTD | +3.5% | +9.7% | -6.1% | +1.4% |
| 1Y | -7.9% | -5.4% | -2.5% | -7.4% |
| All | -7.9% | -5.6% | -2.3% | -7.4% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBH.
Daily Out/Under-Performance
Portfolio return minus ZBH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBH 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 ZBH 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