-13.1%
CAVA vs ZBRA
+14.4%
-27.6%
-44.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +1.8% | +1.6% | +3.1% |
| 7D | -8.0% | -3.4% | -4.6% | -7.5% |
| 30D | -19.6% | -7.4% | -12.2% | -18.5% |
| 3M | -36.7% | +57.5% | -94.2% | -43.8% |
| 6M | -30.6% | +64.0% | -94.6% | -40.4% |
| YTD | -4.8% | +44.3% | -49.1% | -15.2% |
| 1Y | -13.1% | +10.9% | -24.0% | -17.5% |
| All | -13.1% | +14.4% | -27.6% | -17.5% |
Cumulative growth
Daily Returns
Daily percentage return beside ZBRA.
Daily Out/Under-Performance
Portfolio return minus ZBRA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ZBRA 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 ZBRA 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