+70.1%
CB vs CAVA
+46.8%
+23.3%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.0% | -0.4% | -1.4% |
| 7D | -0.6% | -1.5% | +0.9% | -0.6% |
| 30D | -3.9% | -3.7% | -0.2% | -3.9% |
| 3M | +4.9% | -18.3% | +23.2% | +5.2% |
| 6M | +3.3% | -23.5% | +26.7% | +3.6% |
| YTD | +8.5% | +2.5% | +6.0% | +8.1% |
| 1Y | +22.1% | -8.0% | +30.0% | +21.8% |
| 3Y | +70.1% | +53.5% | +16.6% | +68.3% |
| All | +70.1% | +46.8% | +23.3% | +68.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CAVA.
Daily Out/Under-Performance
Portfolio return minus CAVA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAVA 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 CAVA 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