+19.9%
CAVA vs ZBH
+11.3%
+8.6%
-48.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +13.5% | -10.7% | -0.9% |
| 7D | +14.2% | +14.3% | 0.0% | +10.0% |
| 30D | +14.6% | +20.3% | -5.7% | +8.9% |
| 3M | -2.3% | +15.3% | -17.6% | -6.0% |
| 6M | -30.5% | +33.9% | -64.5% | -35.5% |
| YTD | +5.6% | +23.5% | -17.9% | +0.4% |
| 1Y | +19.9% | +7.9% | +12.0% | +17.6% |
| All | +19.9% | +11.3% | +8.6% | +17.6% |
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