+19.8%
CDNS vs CAVA
+28.6%
-8.7%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -4.4% | +4.6% | +0.9% |
| 7D | -6.5% | -12.4% | +5.9% | -4.3% |
| 30D | -13.0% | -11.2% | -1.8% | -11.4% |
| 3M | -26.0% | -33.8% | +7.8% | -20.9% |
| 6M | -2.8% | -32.5% | +29.7% | +3.0% |
| YTD | -8.8% | -8.0% | -0.8% | -10.0% |
| 1Y | -15.8% | -17.1% | +1.3% | -15.5% |
| 3Y | +19.7% | +37.8% | -18.1% | +14.2% |
| All | +19.8% | +28.6% | -8.7% | +15.2% |
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