+48.8%
CAVA vs ZBH
-20.7%
+69.5%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | ZBH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.1% | +2.3% | +3.2% |
| 7D | -8.0% | -4.7% | -3.4% | -7.0% |
| 30D | -19.6% | -4.5% | -15.1% | -18.6% |
| 3M | -36.7% | +7.6% | -44.3% | -37.5% |
| 6M | -30.6% | +0.3% | -30.9% | -30.5% |
| YTD | -4.8% | +4.5% | -9.3% | -5.6% |
| 1Y | -13.1% | -9.4% | -3.7% | -12.0% |
| 3Y | +48.8% | -21.5% | +70.3% | +48.0% |
| All | +48.8% | -20.7% | +69.5% | +48.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling