-29.6%
CLS vs CAVA
+19.2%
-48.8%
-50.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -9.1% | +2.8% | -11.8% | -9.5% |
| 7D | -21.1% | +14.2% | -35.4% | -23.2% |
| 30D | -38.2% | +14.6% | -52.8% | -39.9% |
| 3M | -36.3% | -2.3% | -34.0% | -36.5% |
| 6M | -43.8% | -30.5% | -13.3% | -41.4% |
| YTD | -20.0% | +5.6% | -25.6% | -15.5% |
| 1Y | -29.6% | +19.9% | -49.5% | -23.4% |
| All | -29.6% | +19.2% | -48.8% | -23.4% |
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