+48.9%
CIEN vs CAVA
+19.2%
+29.7%
-56.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.3% | +2.8% | -12.0% | -9.5% |
| 7D | -25.0% | +14.2% | -39.3% | -26.0% |
| 30D | -30.1% | +14.6% | -44.7% | -31.2% |
| 3M | -33.8% | -2.3% | -31.5% | -33.6% |
| 6M | -49.4% | -30.5% | -18.9% | -47.9% |
| YTD | +16.4% | +5.6% | +10.8% | +19.6% |
| 1Y | +48.9% | +19.9% | +29.0% | +55.5% |
| All | +48.9% | +19.2% | +29.7% | +55.5% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling