+60.7%
COP vs CAVA
+19.2%
+41.5%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.2% | +2.8% | -7.9% | -5.0% |
| 7D | -8.1% | +14.2% | -22.4% | -7.6% |
| 30D | +6.7% | +14.6% | -7.9% | +7.3% |
| 3M | +16.9% | -2.3% | +19.2% | +17.0% |
| 6M | +11.2% | -30.5% | +41.7% | +10.8% |
| YTD | +49.5% | +5.6% | +43.9% | +45.7% |
| 1Y | +60.7% | +19.9% | +40.8% | +55.2% |
| All | +60.7% | +19.2% | +41.5% | +55.2% |
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 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