+165.1%
CEG vs CAVA
+37.2%
+127.9%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | -4.4% | +1.7% | -1.4% |
| 7D | +0.3% | -12.4% | +12.8% | +4.3% |
| 30D | +2.9% | -11.2% | +14.1% | +5.8% |
| 3M | +18.2% | -33.8% | +52.0% | +31.8% |
| 6M | -9.5% | -32.5% | +23.0% | -0.6% |
| YTD | -18.7% | -8.0% | -10.7% | -21.5% |
| 1Y | -10.1% | -17.1% | +7.0% | -10.5% |
| All | +165.1% | +37.2% | +127.9% | +178.7% |
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 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