+82.6%
CB vs CAVA
+34.5%
+48.0%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -6.0% | +6.3% | +0.4% |
| 7D | -0.5% | -8.5% | +8.0% | -0.4% |
| 30D | -3.1% | -8.2% | +5.2% | -3.0% |
| 3M | +4.2% | -25.9% | +30.1% | +4.5% |
| 6M | +4.7% | -30.9% | +35.6% | +5.1% |
| YTD | +8.8% | -3.7% | +12.5% | +8.7% |
| 1Y | +22.6% | -13.4% | +36.1% | +22.6% |
| 3Y | +70.6% | +44.2% | +26.4% | +71.0% |
| All | +82.6% | +34.5% | +48.0% | +83.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling