+23.3%
CAVA vs ZBRA
+24.0%
-0.6%
-71.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ZBRA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.4% | -0.2% | -4.2% | -4.4% |
| 7D | -12.4% | -3.8% | -8.7% | -11.2% |
| 30D | -11.2% | -10.2% | -1.0% | -7.8% |
| 3M | -33.8% | +58.7% | -92.5% | -46.3% |
| 6M | -32.5% | +61.9% | -94.4% | -46.7% |
| YTD | -8.0% | +41.7% | -49.7% | -23.5% |
| 1Y | -17.1% | +12.4% | -29.5% | -23.7% |
| 3Y | +37.8% | +34.2% | +3.6% | +13.6% |
| All | +23.3% | +24.0% | -0.6% | -5.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling