+223.1%
COIN vs CAVA
+33.0%
+190.0%
-66.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +3.5% | -1.8% | +0.3% |
| 7D | -5.1% | -8.0% | +3.0% | -1.8% |
| 30D | +17.6% | -19.6% | +37.2% | +28.4% |
| 3M | +9.2% | -36.7% | +45.9% | +29.6% |
| 6M | -11.8% | -30.6% | +18.8% | -0.2% |
| YTD | -22.5% | -4.8% | -17.7% | -23.9% |
| 1Y | -45.9% | -13.1% | -32.8% | -45.4% |
| 3Y | +117.4% | +48.8% | +68.6% | +106.1% |
| All | +223.1% | +33.0% | +190.0% | +223.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling