-23.8%
CCI vs CAVA
+33.0%
-56.9%
-33.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.4% | +3.5% | -1.1% | +2.3% |
| 7D | -0.3% | -8.0% | +7.8% | -0.2% |
| 30D | +2.2% | -19.6% | +21.8% | +2.5% |
| 3M | -16.9% | -36.7% | +19.8% | -16.4% |
| 6M | -11.5% | -30.6% | +19.0% | -11.2% |
| YTD | -12.8% | -4.8% | -8.1% | -12.9% |
| 1Y | -17.1% | -13.1% | -4.0% | -17.1% |
| 3Y | -9.6% | +48.8% | -58.4% | -16.1% |
| All | -23.8% | +33.0% | -56.9% | -29.1% |
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