+8.6%
CORZ vs CAVA
-16.9%
+25.6%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CAVA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.0% | -4.4% | +0.5% | -3.3% |
| 7D | -3.0% | -12.4% | +9.5% | -0.9% |
| 30D | -12.1% | -11.2% | -0.9% | -10.6% |
| 3M | -32.4% | -33.8% | +1.4% | -28.3% |
| 6M | +12.4% | -32.5% | +44.9% | +18.5% |
| YTD | +19.3% | -8.0% | +27.3% | +19.8% |
| 1Y | +8.6% | -17.1% | +25.8% | +14.9% |
| All | +8.6% | -16.9% | +25.6% | +14.9% |
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