-13.1%
CAVA vs ZBH
-7.7%
-5.5%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +3.1% |
| 7D | -8.0% | -4.7% | -3.4% | -6.7% |
| 30D | -19.6% | -4.5% | -15.1% | -18.3% |
| 3M | -36.7% | +7.6% | -44.3% | -37.6% |
| 6M | -30.6% | +0.3% | -30.9% | -30.1% |
| YTD | -4.8% | +4.5% | -9.3% | -5.4% |
| 1Y | -13.1% | -9.4% | -3.7% | -12.2% |
| All | -13.1% | -7.7% | -5.5% | -12.2% |
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